Wells Fargo & Company shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $644k | 11k | 56.49 |
| 2024-06-30 | $677k | 11k | 59.39 |
| 2024-03-31 | $661k | 11k | 57.96 |
| 2023-12-31 | $561k | 11k | 49.22 |
| 2023-09-30 | $416k | 10k | 40.86 |
| 2023-06-30 | $435k | 10k | 42.68 |
| 2023-03-31 | $382k | 10k | 37.38 |
| 2022-12-31 | $422k | 10k | 41.29 |
| 2022-09-30 | $411k | 10k | 40.23 |
| 2022-06-30 | $402k | 10k | 39.14 |
| 2022-03-31 | $517k | 11k | 48.45 |
| 2021-12-31 | $493k | 10k | 48.00 |
| 2021-09-30 | $477k | 10k | 46.44 |
| 2021-06-30 | $465k | 10k | 45.27 |
| 2021-03-31 | $326k | 8.3k | 39.07 |
| 2020-12-31 | $450k | 15k | 30.21 |
| 2020-09-30 | $357k | 16k | 22.75 |
| 2020-06-30 | $423k | 17k | 25.34 |
| 2020-03-31 | $515k | 18k | 28.71 |
| 2019-12-31 | $1.2M | 23k | 53.81 |
| 2019-09-30 | $1.0M | 20k | 50.84 |
| 2019-06-30 | $786k | 17k | 47.30 |
| 2019-03-31 | $1.2M | 25k | 48.28 |
| 2018-12-31 | $1.9M | 40k | 46.07 |
| 2018-09-30 | $2.3M | 45k | 51.71 |
| 2018-06-30 | $2.7M | 49k | 55.88 |
| 2018-03-31 | $2.6M | 50k | 52.40 |
| 2017-12-31 | $3.0M | 50k | 60.67 |
| 2017-09-30 | $2.8M | 50k | 55.16 |
| 2017-06-30 | $406k | 7.3k | 55.47 |
| 2017-03-31 | $2.8M | 51k | 55.67 |
| 2016-12-31 | $2.9M | 52k | 55.11 |