Cassady Schiller Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
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