Wells Fargo & Company shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 15k | 80.38 |
| 2025-06-30 | $1.2M | 15k | 80.91 |
| 2025-03-31 | $1.1M | 15k | 70.88 |
| 2024-12-31 | $1.2M | 15k | 79.98 |
| 2024-09-30 | $1.2M | 21k | 57.14 |
| 2024-06-30 | $1.2M | 19k | 60.59 |
| 2024-03-31 | $1.2M | 19k | 59.52 |
| 2023-12-31 | $975k | 20k | 49.99 |
| 2023-09-30 | $773k | 20k | 39.63 |
| 2023-06-30 | $843k | 20k | 43.23 |
| 2023-03-31 | $750k | 20k | 38.40 |
| 2022-12-31 | $881k | 19k | 45.92 |
| 2022-09-30 | $777k | 19k | 40.52 |
| 2022-06-30 | $769k | 19k | 40.10 |
| 2022-03-31 | $920k | 19k | 48.08 |
| 2021-12-31 | $1.0M | 19k | 53.51 |
| 2021-09-30 | $665k | 13k | 50.89 |
| 2021-06-30 | $960k | 19k | 49.93 |
| 2021-03-31 | $803k | 19k | 43.00 |
| 2020-12-31 | $402k | 13k | 31.88 |
| 2019-12-31 | $291k | 6.1k | 47.96 |
| 2019-09-30 | $306k | 6.1k | 50.44 |
| 2019-06-30 | $309k | 6.5k | 47.34 |
| 2019-03-31 | $293k | 6.1k | 48.32 |
| 2018-12-31 | $280k | 6.1k | 46.15 |
| 2018-03-31 | $392k | 7.5k | 52.36 |
| 2017-12-31 | $438k | 7.2k | 60.73 |
More positions owned by Castle Rock Wealth Management
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