Wells Fargo & Company shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 22k | 83.82 |
| 2025-06-30 | $1.7M | 21k | 80.12 |
| 2025-03-31 | $1.4M | 20k | 71.79 |
| 2024-12-31 | $1.3M | 19k | 70.24 |
| 2024-09-30 | $942k | 17k | 56.49 |
| 2024-06-30 | $907k | 15k | 59.39 |
| 2024-03-31 | $592k | 10k | 57.96 |
| 2023-12-31 | $408k | 8.3k | 49.22 |
| 2023-09-30 | $362k | 8.9k | 40.86 |
| 2023-06-30 | $315k | 7.4k | 42.68 |
| 2023-03-31 | $230k | 6.1k | 37.38 |
| 2022-09-30 | $417k | 10k | 40.29 |
| 2022-06-30 | $211k | 5.4k | 39.18 |
| 2022-03-31 | $351k | 7.2k | 48.50 |