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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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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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 |
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