Wells Fargo & Company shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 75k | 70.24 |
| 2024-09-30 | $4.5M | 80k | 56.49 |
| 2024-06-30 | $3.9M | 65k | 59.39 |
| 2024-03-31 | $4.2M | 73k | 57.96 |
| 2023-12-31 | $3.2M | 66k | 49.22 |
| 2023-09-30 | $2.2M | 53k | 40.86 |
| 2023-06-30 | $523k | 12k | 42.68 |
| 2023-03-31 | $574k | 15k | 37.38 |
| 2022-12-31 | $604k | 15k | 41.29 |
| 2022-09-30 | $308k | 7.6k | 40.28 |
| 2022-06-30 | $295k | 7.5k | 39.21 |
| 2022-03-31 | $649k | 13k | 48.45 |
| 2021-12-31 | $364k | 7.6k | 48.00 |