Wells Fargo & Company shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $927k | 16k | 56.49 |
| 2024-06-30 | $993k | 17k | 59.39 |
| 2024-03-31 | $962k | 17k | 57.96 |
| 2023-12-31 | $831k | 17k | 49.22 |
| 2023-09-30 | $632k | 16k | 40.86 |
| 2023-06-30 | $643k | 15k | 42.68 |
| 2023-03-31 | $561k | 15k | 37.38 |
| 2022-12-31 | $534k | 13k | 41.29 |
| 2022-09-30 | $502k | 13k | 40.25 |
| 2022-06-30 | $442k | 11k | 39.13 |
| 2022-03-31 | $506k | 10k | 48.48 |
| 2021-12-31 | $499k | 10k | 47.93 |
| 2021-09-30 | $502k | 11k | 46.42 |
| 2021-06-30 | $404k | 8.9k | 45.28 |
| 2021-03-31 | $310k | 7.9k | 39.08 |
| 2020-03-31 | $367k | 13k | 28.70 |
| 2019-12-31 | $408k | 7.6k | 53.74 |
More positions owned by Aurum Wealth Management Group
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