Wells Fargo & Company shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 31k | 83.83 |
| 2025-06-30 | $2.5M | 32k | 80.12 |
| 2025-03-31 | $2.4M | 34k | 71.79 |
| 2024-12-31 | $2.5M | 35k | 70.24 |
| 2024-09-30 | $2.0M | 35k | 56.49 |
| 2024-06-30 | $1.9M | 32k | 59.39 |
| 2024-03-31 | $2.0M | 36k | 54.72 |
| 2023-12-31 | $1.9M | 39k | 49.22 |
| 2023-09-30 | $1.7M | 42k | 40.86 |
| 2023-06-30 | $3.4M | 79k | 42.45 |
| 2023-03-31 | $1.4M | 37k | 37.45 |
| 2022-12-31 | $853k | 21k | 41.29 |