Wells Fargo & Company shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $230k | 4.1k | 56.49 |
| 2024-06-30 | $241k | 4.1k | 59.40 |
| 2024-03-31 | $235k | 4.1k | 57.96 |
| 2023-06-30 | $212k | 5.0k | 42.68 |
| 2022-12-31 | $244k | 5.9k | 41.29 |
| 2022-09-30 | $238k | 5.9k | 40.29 |
| 2020-12-31 | $32k | 1.1k | 30.48 |