Wells Fargo & Company shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $730k | 13k | 56.49 |
| 2024-06-30 | $899k | 15k | 59.39 |
| 2024-03-31 | $880k | 15k | 57.96 |
| 2023-12-31 | $745k | 15k | 49.22 |
| 2023-09-30 | $719k | 18k | 40.86 |
| 2023-06-30 | $749k | 18k | 42.68 |
| 2023-03-31 | $541k | 15k | 37.38 |
| 2022-12-31 | $631k | 24k | 26.35 |
| 2022-09-30 | $348k | 8.6k | 40.25 |
| 2022-06-30 | $338k | 8.6k | 39.16 |
| 2022-03-31 | $741k | 15k | 48.47 |
| 2021-12-31 | $734k | 15k | 47.97 |
| 2021-09-30 | $710k | 15k | 46.42 |
| 2021-06-30 | $692k | 15k | 45.27 |
| 2021-03-31 | $597k | 15k | 39.06 |
| 2020-12-31 | $476k | 16k | 30.17 |