Wells Fargo & Company shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 3.6k | 83.82 |
| 2025-06-30 | $287k | 3.6k | 80.12 |
| 2025-03-31 | $257k | 3.6k | 71.79 |
| 2024-12-31 | $243k | 3.5k | 70.24 |
| 2024-09-30 | $195k | 3.5k | 56.49 |
| 2024-06-30 | $205k | 3.5k | 59.39 |
| 2024-03-31 | $201k | 3.5k | 57.96 |
| 2023-12-31 | $174k | 3.5k | 49.22 |
| 2023-09-30 | $127k | 3.1k | 40.86 |
| 2023-06-30 | $133k | 3.1k | 42.68 |
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