Wells Fargo & Company shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Aprio Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $360k | 6.4k | 56.49 |
2024-06-30 | $401k | 6.7k | 59.39 |
2024-03-31 | $331k | 5.7k | 57.96 |
2023-12-31 | $247k | 5.0k | 49.22 |
2023-09-30 | $225k | 5.5k | 40.86 |
2023-06-30 | $270k | 6.3k | 42.68 |
2022-06-30 | $214k | 5.5k | 39.19 |
2019-12-31 | $273k | 5.1k | 53.80 |