Wells Fargo & Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 18k | 83.82 |
| 2025-06-30 | $1.4M | 17k | 80.12 |
| 2025-03-31 | $1.1M | 15k | 71.79 |
| 2024-12-31 | $1.0M | 15k | 70.24 |
| 2024-06-30 | $435k | 7.3k | 59.39 |
| 2024-03-31 | $419k | 7.2k | 57.96 |
| 2023-12-31 | $397k | 8.1k | 49.22 |
| 2023-09-30 | $330k | 8.1k | 40.86 |
| 2023-06-30 | $345k | 8.1k | 42.68 |
| 2023-03-31 | $206k | 5.5k | 37.38 |
| 2022-03-31 | $208k | 4.3k | 48.54 |
| 2021-12-31 | $206k | 4.3k | 48.07 |
| 2020-06-30 | $239k | 9.3k | 25.60 |
| 2020-03-31 | $1.1M | 40k | 28.67 |
| 2019-12-31 | $2.6M | 48k | 53.81 |
| 2019-09-30 | $2.4M | 48k | 50.43 |
| 2019-06-30 | $2.3M | 48k | 47.32 |
| 2019-03-31 | $2.4M | 49k | 48.31 |
| 2018-12-31 | $2.5M | 54k | 46.07 |
| 2018-09-30 | $2.8M | 53k | 52.56 |
| 2018-06-30 | $3.0M | 53k | 55.43 |
| 2018-03-31 | $2.9M | 55k | 52.41 |
| 2017-12-31 | $3.6M | 60k | 60.66 |
| 2017-09-30 | $3.4M | 62k | 55.16 |
| 2017-06-30 | $3.4M | 62k | 55.40 |
| 2017-03-31 | $3.5M | 63k | 55.65 |