Wells Fargo & Company shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.2M | 46k | 70.24 |
| 2024-09-30 | $2.6M | 46k | 56.49 |
| 2024-06-30 | $2.7M | 45k | 59.39 |
| 2024-03-31 | $2.6M | 45k | 57.96 |
| 2018-06-30 | $3.6M | 65k | 55.44 |