Wells Fargo & Company shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 18k | 70.24 |
| 2024-09-30 | $1.0M | 18k | 56.49 |
| 2024-06-30 | $1.1M | 18k | 59.39 |
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-09-30 | $355k | 8.7k | 40.86 |
| 2023-06-30 | $378k | 8.9k | 42.68 |
| 2023-03-31 | $295k | 7.9k | 37.38 |
| 2022-12-31 | $329k | 8.0k | 41.29 |
| 2022-09-30 | $285k | 7.1k | 40.17 |
| 2022-06-30 | $303k | 7.7k | 39.14 |
| 2022-03-31 | $381k | 7.9k | 48.48 |
| 2021-12-31 | $361k | 7.5k | 47.97 |
| 2021-09-30 | $261k | 5.6k | 46.43 |
| 2021-06-30 | $332k | 7.3k | 45.34 |
| 2020-12-31 | $206k | 6.8k | 30.25 |
| 2020-09-30 | $2.0M | 76k | 25.90 |
| 2020-06-30 | $207k | 8.1k | 25.61 |
| 2019-12-31 | $919k | 17k | 53.80 |
| 2019-09-30 | $906k | 18k | 50.44 |
| 2019-06-30 | $1.0M | 22k | 47.33 |
| 2019-03-31 | $1.0M | 22k | 48.30 |
| 2018-12-31 | $1.0M | 22k | 46.06 |
| 2018-09-30 | $1.3M | 25k | 52.55 |
| 2018-06-30 | $1.4M | 26k | 55.46 |
| 2018-03-31 | $1.4M | 26k | 52.40 |
| 2017-12-31 | $1.6M | 26k | 60.67 |
| 2017-09-30 | $1.4M | 26k | 55.14 |
| 2017-06-30 | $531k | 9.6k | 55.46 |
| 2017-03-31 | $453k | 8.7k | 52.10 |
| 2016-12-31 | $811k | 15k | 55.10 |
| 2016-09-30 | $695k | 15k | 46.04 |
| 2016-06-30 | $373k | 7.9k | 47.34 |
| 2016-03-31 | $257k | 5.3k | 48.34 |
| 2013-03-31 | $37k | 980 | 37.76 |