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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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