Wells Fargo & Company shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Heritage Investment Group 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 Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $436k | 6.2k | 70.24 |
| 2024-09-30 | $351k | 6.2k | 56.49 |
| 2024-06-30 | $369k | 6.2k | 59.47 |
| 2024-03-31 | $360k | 6.2k | 58.02 |
| 2023-12-31 | $324k | 6.6k | 49.29 |
| 2023-09-30 | $279k | 6.8k | 40.88 |
| 2023-06-30 | $270k | 6.3k | 42.64 |
| 2023-03-31 | $250k | 6.7k | 37.31 |
| 2022-12-31 | $261k | 6.3k | 41.22 |
| 2022-09-30 | $270k | 6.7k | 40.29 |
| 2022-06-30 | $248k | 6.3k | 39.17 |
| 2022-03-31 | $307k | 6.3k | 48.48 |
| 2021-12-31 | $304k | 6.3k | 48.01 |