Wells Fargo & Company shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $269k | 4.8k | 56.49 |
| 2024-06-30 | $283k | 4.8k | 59.39 |
| 2024-03-31 | $287k | 4.9k | 57.96 |
| 2023-12-31 | $244k | 4.9k | 49.22 |
| 2023-09-30 | $202k | 4.9k | 40.86 |
| 2023-06-30 | $211k | 4.9k | 42.68 |
| 2022-12-31 | $201k | 4.9k | 41.29 |
| 2022-09-30 | $205k | 5.1k | 40.25 |
More positions owned by Cornerstone Wealth Advisors
View all positions for Cornerstone Wealth Advisors