Wells Fargo & Company shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 21k | 56.46 |
| 2024-06-30 | $1.3M | 21k | 59.34 |
| 2024-03-31 | $1.1M | 18k | 59.32 |
| 2023-12-31 | $921k | 19k | 49.22 |
| 2023-09-30 | $735k | 18k | 40.86 |
| 2023-06-30 | $787k | 18k | 42.68 |
| 2023-03-31 | $707k | 19k | 37.38 |
| 2022-12-31 | $746k | 18k | 41.29 |
| 2022-09-30 | $584k | 15k | 39.72 |
| 2022-06-30 | $583k | 15k | 39.21 |
| 2022-03-31 | $604k | 13k | 48.39 |
| 2021-12-31 | $590k | 13k | 46.88 |
More positions owned by EverSource Wealth Advisors
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