Wells Fargo & Company shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 5.1k | 83.82 |
| 2025-06-30 | $409k | 5.1k | 80.12 |
| 2025-03-31 | $366k | 5.1k | 71.79 |
| 2024-12-31 | $358k | 5.1k | 70.24 |
| 2024-09-30 | $289k | 5.1k | 56.49 |
| 2024-06-30 | $304k | 5.1k | 59.39 |
| 2024-03-31 | $297k | 5.1k | 57.96 |
| 2023-12-31 | $252k | 5.1k | 49.22 |
| 2023-09-30 | $209k | 5.1k | 40.86 |
| 2023-06-30 | $218k | 5.1k | 42.68 |
| 2022-12-31 | $211k | 5.1k | 41.24 |
| 2022-09-30 | $206k | 5.1k | 40.26 |
| 2022-03-31 | $246k | 5.1k | 48.52 |
| 2021-12-31 | $243k | 5.1k | 47.93 |
| 2021-09-30 | $235k | 5.1k | 46.35 |
| 2021-06-30 | $230k | 5.1k | 45.36 |
| 2020-12-31 | $153k | 5.1k | 30.18 |
| 2020-09-30 | $119k | 5.1k | 23.47 |
| 2020-06-30 | $130k | 5.1k | 25.53 |
| 2020-03-31 | $178k | 6.2k | 28.75 |
| 2019-12-31 | $333k | 6.2k | 53.78 |
| 2019-09-30 | $312k | 6.2k | 50.39 |
| 2019-06-30 | $293k | 6.2k | 47.32 |
| 2019-03-31 | $305k | 6.3k | 48.32 |
| 2018-12-31 | $285k | 6.2k | 46.03 |
| 2018-09-30 | $325k | 6.2k | 52.49 |
| 2018-06-30 | $343k | 6.2k | 55.39 |
| 2018-03-31 | $325k | 6.2k | 52.49 |
| 2017-12-31 | $376k | 6.2k | 60.72 |
| 2017-09-30 | $288k | 5.2k | 55.23 |
| 2017-06-30 | $245k | 4.4k | 55.25 |
| 2017-03-31 | $247k | 4.4k | 55.71 |
| 2016-12-31 | $255k | 4.6k | 55.03 |
| 2016-09-30 | $205k | 4.6k | 44.24 |
| 2016-06-30 | $219k | 4.6k | 47.26 |
| 2016-03-31 | $99k | 4.8k | 20.60 |
| 2015-12-31 | $248k | 4.6k | 54.27 |
| 2015-09-30 | $234k | 4.6k | 51.20 |
| 2015-06-30 | $257k | 4.6k | 56.24 |
| 2015-03-31 | $25k | 4.6k | 5.38 |
| 2014-12-31 | $252k | 4.6k | 55.14 |