Wells Fargo & Company shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 31k | 83.82 |
| 2025-06-30 | $1.8M | 22k | 80.12 |
| 2025-03-31 | $1.8M | 25k | 71.79 |
| 2024-12-31 | $1.7M | 25k | 70.24 |
| 2024-09-30 | $1.5M | 27k | 56.49 |
| 2024-06-30 | $1.9M | 31k | 59.39 |
| 2024-03-31 | $1.7M | 29k | 57.96 |
| 2018-09-30 | $428k | 8.1k | 52.54 |
| 2017-12-31 | $261k | 4.3k | 60.56 |