Wells Fargo & Company shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Fortis Group Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $44k | 620 | 70.24 |
2024-09-30 | $35k | 620 | 56.49 |
2024-06-30 | $37k | 620 | 59.39 |
2024-03-31 | $283k | 4.9k | 57.96 |
2023-12-31 | $61k | 1.2k | 49.22 |
2023-09-30 | $25k | 620 | 40.88 |
2020-09-30 | $14k | 620 | 22.58 |