Wells Fargo & Company shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1k | 15 | 70.27 |
| 2024-09-30 | $847 | 15 | 56.47 |
| 2024-06-30 | $891 | 15 | 59.40 |
| 2024-03-31 | $868 | 15 | 57.93 |
| 2023-06-30 | $0 | 0 | 0.00 |
| 2023-03-31 | $0 | 0 | 0.00 |
| 2022-06-30 | $319k | 8.0k | 40.10 |
| 2022-03-31 | $693k | 14k | 48.48 |