Wells Fargo & Company shares owned by Heron Financial Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $204k | 4.8k | 42.68 |
| 2022-09-30 | $292k | 7.3k | 40.17 |
| 2022-06-30 | $285k | 7.3k | 39.20 |
| 2022-03-31 | $449k | 9.3k | 48.50 |
| 2021-12-31 | $514k | 9.2k | 55.58 |
| 2021-09-30 | $430k | 9.3k | 46.40 |
| 2021-06-30 | $410k | 9.0k | 45.31 |
| 2021-03-31 | $359k | 9.0k | 39.68 |
| 2020-12-31 | $310k | 9.3k | 33.39 |
| 2020-03-31 | $253k | 8.4k | 30.22 |
| 2019-12-31 | $409k | 8.5k | 47.97 |