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Wells Fargo & Company shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 3.7k 56.49
2024-06-30 $223k 3.7k 59.62