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Wells Fargo & Company shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $434k 7.5k 57.96
2023-12-31 $347k 7.1k 49.22
2023-09-30 $286k 7.0k 40.86
2023-06-30 $294k 6.9k 42.68
2023-03-31 $272k 7.3k 37.38
2022-12-31 $299k 7.2k 41.29
2022-09-30 $278k 6.9k 40.16
2022-06-30 $254k 6.5k 39.19
2022-03-31 $376k 7.8k 48.51
2021-12-31 $358k 7.5k 48.00
2021-09-30 $316k 6.8k 46.40
2021-06-30 $304k 6.7k 45.31
2021-03-31 $269k 6.9k 39.13