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 |
|---|---|---|---|
| 2023-12-31 | $630k | 13k | 49.22 |
| 2022-12-31 | $1.1M | 27k | 41.29 |
| 2022-09-30 | $579k | 14k | 40.24 |
| 2022-06-30 | $554k | 14k | 39.17 |
| 2022-03-31 | $685k | 14k | 48.47 |
| 2021-09-30 | $585k | 13k | 46.41 |
| 2021-06-30 | $579k | 13k | 45.27 |
More positions owned by Heritage Wealth Management
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