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
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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 |
|---|---|---|---|
| 2025-09-30 | $300k | 3.6k | 83.82 |
| 2025-06-30 | $287k | 3.6k | 80.12 |
| 2025-03-31 | $284k | 4.0k | 71.79 |
| 2024-12-31 | $278k | 4.0k | 70.24 |
| 2024-09-30 | $212k | 3.7k | 56.49 |
| 2024-06-30 | $223k | 3.7k | 59.62 |
More positions owned by Heritage Wealth Management
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