Wells Fargo & Company shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17k | 299 | 57.96 |
| 2023-12-31 | $15k | 299 | 49.22 |
| 2023-09-30 | $22k | 535 | 40.86 |
| 2023-06-30 | $23k | 535 | 42.68 |
| 2023-03-31 | $20k | 535 | 37.38 |
| 2022-12-31 | $22k | 535 | 41.29 |
| 2022-09-30 | $39k | 964 | 40.46 |
| 2022-06-30 | $47k | 1.2k | 39.53 |
| 2022-03-31 | $58k | 1.2k | 48.78 |
| 2021-12-31 | $57k | 1.2k | 47.94 |
| 2021-09-30 | $61k | 1.3k | 46.49 |
| 2021-06-30 | $63k | 1.4k | 45.42 |
| 2021-03-31 | $54k | 1.4k | 38.93 |
| 2020-12-31 | $42k | 1.4k | 30.28 |
| 2020-09-30 | $42k | 1.8k | 23.50 |
| 2020-06-30 | $129k | 5.0k | 25.62 |
| 2020-03-31 | $145k | 5.0k | 28.80 |
| 2019-12-31 | $271k | 5.0k | 53.82 |
| 2019-09-30 | $263k | 5.2k | 50.38 |
| 2019-06-30 | $351k | 7.4k | 47.28 |
| 2019-03-31 | $359k | 7.4k | 48.36 |
| 2018-12-31 | $357k | 7.4k | 48.09 |