Wells Fargo & Company shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $7.0k | 140 | 50.00 |
| 2017-12-31 | $927k | 15k | 60.70 |
| 2017-09-30 | $8.0k | 140 | 57.14 |
| 2017-06-30 | $7.0k | 140 | 50.00 |
| 2017-03-31 | $7.0k | 140 | 50.00 |
| 2016-12-31 | $7.0k | 140 | 50.00 |
| 2016-09-30 | $1.2M | 28k | 44.25 |
| 2016-06-30 | $1.7M | 36k | 47.32 |
| 2016-03-31 | $1.3M | 26k | 48.34 |
| 2015-12-31 | $1.3M | 24k | 54.35 |