Wells Fargo & Company shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 4.2k | 83.81 |
| 2025-06-30 | $333k | 4.2k | 80.13 |
| 2025-03-31 | $294k | 4.1k | 71.67 |
| 2024-12-31 | $272k | 3.9k | 69.95 |
| 2024-09-30 | $247k | 3.8k | 64.39 |
| 2024-06-30 | $227k | 3.8k | 59.39 |
| 2024-03-31 | $222k | 3.8k | 57.96 |
| 2023-06-30 | $257k | 6.0k | 42.69 |
| 2023-03-31 | $225k | 6.0k | 37.38 |
| 2022-12-31 | $249k | 6.0k | 41.29 |
| 2022-09-30 | $270k | 6.0k | 44.80 |
| 2022-06-30 | $236k | 6.0k | 39.16 |
| 2022-03-31 | $292k | 6.0k | 48.45 |
| 2021-09-30 | $203k | 4.4k | 46.40 |
| 2020-12-31 | $267k | 8.9k | 30.11 |
| 2020-03-31 | $206k | 7.2k | 28.62 |
| 2019-12-31 | $349k | 6.5k | 53.80 |
| 2019-09-30 | $359k | 7.1k | 50.35 |
| 2019-06-30 | $349k | 7.4k | 47.32 |
| 2019-03-31 | $449k | 9.3k | 48.36 |
| 2018-12-31 | $460k | 10k | 46.05 |