Wells Fargo & Company shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $401k | 7.1k | 56.49 |
| 2024-06-30 | $440k | 7.4k | 59.39 |
| 2024-03-31 | $430k | 7.4k | 57.96 |
| 2023-12-31 | $325k | 6.6k | 49.22 |
| 2023-09-30 | $299k | 7.3k | 40.86 |
| 2023-06-30 | $306k | 7.2k | 42.68 |
| 2023-03-31 | $290k | 7.8k | 37.38 |
| 2022-12-31 | $321k | 7.8k | 41.29 |
| 2022-09-30 | $353k | 8.8k | 40.21 |
| 2022-06-30 | $519k | 12k | 45.24 |
| 2022-03-31 | $485k | 10k | 48.37 |
| 2021-12-31 | $515k | 11k | 47.92 |
More positions owned by Confluence Wealth Services
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