Wells Fargo & Company shares owned by HB Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 62k | 49.22 |
| 2023-09-30 | $2.6M | 63k | 40.86 |
| 2023-06-30 | $2.3M | 54k | 42.68 |
| 2023-03-31 | $1.5M | 39k | 37.38 |
| 2022-12-31 | $1.8M | 43k | 41.29 |
| 2022-09-30 | $1.8M | 45k | 40.22 |
| 2022-06-30 | $1.3M | 34k | 39.16 |
| 2022-03-31 | $1.8M | 38k | 48.47 |
| 2021-12-31 | $1.6M | 34k | 47.98 |
More positions owned by HB Wealth Management
Home Depot (HD)
View all positions for HB Wealth Management