Wells Fargo & Company shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $6.2M | 144k | 42.68 |
| 2023-03-31 | $5.4M | 144k | 37.38 |
| 2022-12-31 | $5.9M | 144k | 41.29 |
| 2022-09-30 | $5.8M | 144k | 40.22 |
| 2022-06-30 | $4.1M | 106k | 39.17 |
| 2022-03-31 | $5.1M | 106k | 48.46 |
| 2021-12-31 | $5.1M | 106k | 47.98 |
| 2021-09-30 | $5.5M | 120k | 46.41 |
| 2021-06-30 | $3.2M | 70k | 45.30 |
| 2021-03-31 | $2.7M | 70k | 39.08 |
| 2020-12-31 | $3.1M | 103k | 30.18 |
| 2020-09-30 | $2.5M | 107k | 23.51 |
| 2020-06-30 | $2.8M | 111k | 25.60 |
| 2020-03-31 | $3.2M | 112k | 28.70 |
| 2019-12-31 | $5.9M | 110k | 53.80 |
| 2019-09-30 | $5.5M | 109k | 50.44 |
| 2019-06-30 | $5.1M | 108k | 47.32 |
| 2019-03-31 | $6.1M | 127k | 48.32 |
| 2018-12-31 | $6.1M | 133k | 46.08 |
| 2018-09-30 | $6.9M | 132k | 52.56 |
| 2018-06-30 | $7.1M | 129k | 55.44 |
| 2018-03-31 | $6.5M | 124k | 52.41 |
| 2017-12-31 | $7.6M | 125k | 60.67 |
| 2017-09-30 | $7.2M | 130k | 55.15 |
| 2017-06-30 | $6.6M | 119k | 55.41 |
| 2017-03-31 | $2.6M | 47k | 55.66 |
| 2016-12-31 | $2.6M | 47k | 55.12 |
| 2016-09-30 | $2.0M | 46k | 44.28 |
| 2016-06-30 | $2.7M | 57k | 47.33 |
| 2016-03-31 | $2.8M | 57k | 48.35 |
More positions owned by BerganKDV Wealth Management
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