Wells Fargo & Company shares owned by Berger Financial Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Berger Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $513k | 9.1k | 56.49 |
2024-03-31 | $430k | 7.4k | 57.96 |
2023-12-31 | $333k | 6.8k | 49.22 |
2023-09-30 | $294k | 7.2k | 40.86 |
2023-06-30 | $272k | 6.4k | 42.68 |
2023-03-31 | $220k | 5.9k | 37.38 |
2022-12-31 | $242k | 5.9k | 41.29 |
2022-09-30 | $258k | 6.4k | 40.21 |
2022-06-30 | $262k | 6.7k | 39.10 |
2022-03-31 | $309k | 6.4k | 48.45 |
2021-12-31 | $305k | 6.4k | 47.92 |
2021-09-30 | $280k | 6.0k | 46.43 |
2021-06-30 | $275k | 6.1k | 45.31 |
2021-03-31 | $237k | 6.1k | 39.12 |