Wells Fargo & Company shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $467k | 8.1k | 57.96 |
2023-12-31 | $394k | 8.0k | 49.22 |
2023-09-30 | $322k | 7.9k | 40.86 |
2023-06-30 | $336k | 7.9k | 42.68 |
2023-03-31 | $300k | 8.0k | 37.38 |
2022-12-31 | $310k | 7.5k | 41.29 |