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
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Quarterly reported holdings in Wells Fargo & Company by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |