Wells Fargo & Company shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $467k | 6.7k | 70.24 |
| 2024-09-30 | $370k | 6.6k | 56.49 |
| 2024-06-30 | $398k | 6.7k | 59.39 |
| 2024-03-31 | $767k | 13k | 57.96 |
| 2023-12-31 | $278k | 5.6k | 49.22 |
| 2023-09-30 | $222k | 5.4k | 40.86 |
| 2023-06-30 | $389k | 9.1k | 42.68 |
| 2023-03-31 | $351k | 9.4k | 37.38 |
| 2022-12-31 | $388k | 9.4k | 41.29 |
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