Wells Fargo & Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135k | 1.6k | 83.82 |
| 2025-06-30 | $145k | 1.8k | 80.12 |
| 2025-03-31 | $130k | 1.8k | 71.79 |
| 2024-12-31 | $127k | 1.8k | 70.24 |
| 2024-09-30 | $102k | 1.8k | 56.49 |
| 2024-06-30 | $95k | 1.6k | 59.39 |
| 2024-03-31 | $93k | 1.6k | 57.96 |
| 2023-12-31 | $93k | 1.9k | 49.22 |
| 2023-09-30 | $53k | 1.3k | 40.86 |
| 2023-06-30 | $56k | 1.3k | 42.68 |
| 2023-03-31 | $157k | 4.2k | 37.38 |
| 2022-12-31 | $174k | 4.2k | 41.29 |
| 2022-09-30 | $181k | 4.5k | 40.28 |
| 2022-06-30 | $258k | 6.6k | 39.13 |
| 2022-03-31 | $63k | 1.3k | 48.24 |
| 2021-12-31 | $63k | 1.3k | 47.98 |
| 2021-09-30 | $61k | 1.3k | 46.41 |
| 2021-06-30 | $59k | 1.3k | 45.29 |
| 2021-03-31 | $51k | 1.3k | 39.07 |
| 2020-12-31 | $39k | 1.3k | 29.84 |
| 2020-09-30 | $66k | 2.8k | 23.51 |
| 2020-06-30 | $71k | 2.0k | 35.79 |
| 2020-03-31 | $109k | 3.8k | 28.70 |
| 2019-12-31 | $248k | 4.6k | 53.80 |
| 2019-09-30 | $191k | 3.8k | 50.30 |
| 2019-06-30 | $223k | 4.7k | 47.32 |
| 2019-03-31 | $184k | 3.8k | 48.32 |
| 2018-12-31 | $174k | 3.8k | 45.83 |
| 2018-09-30 | $201k | 3.8k | 52.47 |
| 2018-06-30 | $213k | 3.8k | 55.60 |
| 2018-03-31 | $1.7M | 32k | 52.50 |
| 2017-12-31 | $1.7M | 28k | 60.48 |
| 2017-09-30 | $1.5M | 27k | 55.14 |
| 2017-06-30 | $1.3M | 24k | 55.46 |
| 2017-03-31 | $1.4M | 25k | 55.71 |
| 2016-12-31 | $1.3M | 23k | 55.20 |
| 2016-09-30 | $899k | 20k | 44.26 |
| 2016-06-30 | $758k | 16k | 47.12 |
| 2016-03-31 | $399k | 8.3k | 48.09 |
| 2015-12-31 | $382k | 7.0k | 54.80 |
| 2015-09-30 | $309k | 6.0k | 51.52 |
| 2015-06-30 | $287k | 5.1k | 56.45 |
| 2015-03-31 | $278k | 5.1k | 54.69 |
| 2014-12-31 | $280k | 5.1k | 55.09 |
| 2014-09-30 | $239k | 4.6k | 52.00 |
| 2014-06-30 | $283k | 5.4k | 52.59 |
| 2014-03-31 | $266k | 5.4k | 49.53 |
| 2013-12-31 | $245k | 5.4k | 45.62 |