Wells Fargo & Company shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $277k | 3.9k | 71.79 |
| 2024-12-31 | $271k | 3.9k | 70.24 |
| 2024-09-30 | $275k | 4.9k | 56.49 |
| 2024-06-30 | $288k | 4.9k | 59.39 |
| 2024-03-31 | $303k | 5.2k | 57.97 |
| 2023-12-31 | $270k | 5.5k | 49.22 |
| 2023-09-30 | $276k | 6.8k | 40.86 |
| 2023-06-30 | $302k | 7.1k | 42.68 |
| 2023-03-31 | $279k | 7.5k | 37.38 |
| 2022-12-31 | $307k | 7.4k | 41.29 |
| 2022-09-30 | $535k | 13k | 40.22 |
| 2022-06-30 | $521k | 13k | 39.19 |
| 2022-03-31 | $651k | 13k | 48.47 |
| 2021-12-31 | $649k | 14k | 48.00 |
More positions owned by Guardian Wealth Management
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