Wells Fargo & Company shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.8M | 156k | 56.49 |
| 2024-06-30 | $9.2M | 156k | 59.39 |
| 2024-03-31 | $9.5M | 164k | 57.96 |
| 2023-12-31 | $8.3M | 169k | 49.22 |
| 2023-09-30 | $7.0M | 171k | 40.86 |
| 2023-06-30 | $7.8M | 184k | 42.68 |
| 2023-03-31 | $6.9M | 183k | 37.38 |
| 2022-12-31 | $7.8M | 188k | 41.29 |
| 2022-09-30 | $7.8M | 194k | 40.22 |
| 2022-06-30 | $7.6M | 194k | 39.17 |
| 2022-03-31 | $9.5M | 195k | 48.46 |
| 2021-12-31 | $9.4M | 196k | 47.98 |