Wells Fargo & Company shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $791k | 14k | 56.43 |
| 2024-06-30 | $832k | 14k | 59.34 |
| 2024-03-31 | $897k | 16k | 57.98 |
| 2023-12-31 | $849k | 17k | 49.22 |
| 2023-09-30 | $704k | 17k | 40.81 |
| 2023-06-30 | $597k | 14k | 42.67 |
| 2023-03-31 | $298k | 7.2k | 41.16 |
| 2022-12-31 | $287k | 7.1k | 40.15 |
| 2022-09-30 | $287k | 7.1k | 40.15 |
| 2022-06-30 | $308k | 7.9k | 39.17 |
| 2022-03-31 | $381k | 7.9k | 48.45 |
| 2021-12-31 | $377k | 7.9k | 47.95 |
| 2021-09-30 | $365k | 7.9k | 46.42 |
| 2021-06-30 | $356k | 7.9k | 45.28 |
| 2021-03-31 | $307k | 7.9k | 39.04 |
| 2020-12-31 | $242k | 8.0k | 30.20 |
| 2020-09-30 | $174k | 7.4k | 23.54 |
| 2020-06-30 | $183k | 7.1k | 25.60 |
| 2020-03-31 | $205k | 7.1k | 28.68 |
| 2019-12-31 | $385k | 7.1k | 53.86 |
| 2019-09-30 | $361k | 7.1k | 50.50 |
More positions owned by Efficient Wealth Management
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