Wells Fargo & Company shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5k | 79 | 56.49 |
| 2024-06-30 | $4.7k | 79 | 59.39 |
| 2024-03-31 | $4.6k | 79 | 57.96 |
| 2023-12-31 | $3.9k | 79 | 49.22 |
| 2023-09-30 | $3.2k | 79 | 40.86 |
| 2023-06-30 | $3.4k | 79 | 42.68 |
| 2023-03-31 | $3.0k | 79 | 37.38 |
| 2022-12-31 | $3.3k | 79 | 41.29 |
| 2021-12-31 | $8.0k | 175 | 45.71 |
More positions owned by Cassady Schiller Wealth Management
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