Wells Fargo & Company shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 83.82 |
| 2025-06-30 | $1.2M | 15k | 80.12 |
| 2025-03-31 | $1.1M | 16k | 71.79 |
| 2024-12-31 | $1.1M | 16k | 70.24 |
| 2024-09-30 | $889k | 16k | 56.49 |
| 2024-06-30 | $980k | 17k | 59.39 |
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-12-31 | $883k | 18k | 49.22 |
| 2023-09-30 | $796k | 20k | 40.86 |
| 2023-06-30 | $808k | 19k | 42.68 |
| 2023-03-31 | $578k | 16k | 37.38 |
| 2022-09-30 | $487k | 12k | 40.20 |
| 2022-06-30 | $459k | 12k | 39.15 |
| 2022-03-31 | $574k | 12k | 48.46 |
| 2021-12-31 | $604k | 13k | 47.74 |
| 2021-09-30 | $522k | 11k | 46.37 |
| 2021-06-30 | $496k | 11k | 45.30 |
| 2021-03-31 | $492k | 13k | 39.05 |
| 2020-12-31 | $397k | 13k | 30.15 |
| 2020-09-30 | $342k | 15k | 23.54 |
| 2020-06-30 | $434k | 17k | 25.62 |
| 2020-03-31 | $345k | 12k | 28.71 |
| 2019-12-31 | $591k | 11k | 53.78 |
| 2019-09-30 | $584k | 12k | 50.45 |
| 2019-06-30 | $554k | 12k | 46.78 |
| 2019-03-31 | $675k | 23k | 29.89 |
| 2018-12-31 | $555k | 12k | 46.43 |
| 2018-09-30 | $11M | 608k | 18.14 |
| 2018-06-30 | $11M | 629k | 17.76 |
| 2018-03-31 | $558k | 11k | 51.92 |
| 2017-12-31 | $725k | 12k | 62.34 |
| 2017-09-30 | $611k | 11k | 55.38 |
| 2017-06-30 | $674k | 12k | 55.60 |
| 2017-03-31 | $513k | 9.4k | 54.87 |
| 2016-12-31 | $397k | 7.1k | 56.07 |
| 2016-09-30 | $227k | 5.2k | 43.78 |
More positions owned by Cornerstone Wealth Management
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