Wells Fargo & Company shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $347k | 3.7k | 93.20 |
| 2025-03-31 | $223k | 3.1k | 71.79 |
| 2024-12-31 | $218k | 3.1k | 70.24 |
| 2024-03-31 | $402k | 6.7k | 60.26 |
| 2023-06-30 | $379k | 8.2k | 46.14 |
| 2023-03-31 | $1.4M | 35k | 39.45 |