Wells Fargo & Company shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $973k | 12k | 80.12 |
| 2025-03-31 | $870k | 12k | 71.79 |
| 2024-12-31 | $803k | 11k | 70.24 |
| 2024-09-30 | $662k | 12k | 56.49 |
| 2024-06-30 | $702k | 12k | 59.39 |
| 2024-03-31 | $857k | 15k | 57.96 |
| 2023-12-31 | $807k | 16k | 49.22 |
| 2023-09-30 | $671k | 16k | 40.86 |
| 2023-06-30 | $701k | 16k | 42.68 |
| 2023-03-31 | $628k | 17k | 37.38 |
| 2022-12-31 | $670k | 16k | 41.29 |
| 2022-09-30 | $662k | 17k | 40.24 |
| 2022-06-30 | $647k | 17k | 39.17 |
| 2022-03-31 | $786k | 16k | 48.46 |
| 2021-12-31 | $782k | 16k | 47.99 |
| 2021-09-30 | $802k | 17k | 46.40 |
| 2021-06-30 | $854k | 19k | 45.28 |
| 2021-03-31 | $720k | 18k | 39.09 |
| 2020-12-31 | $534k | 18k | 30.20 |
| 2020-09-30 | $403k | 17k | 23.51 |
| 2020-06-30 | $426k | 17k | 25.58 |
| 2020-03-31 | $503k | 18k | 28.72 |
| 2019-12-31 | $914k | 17k | 53.80 |
| 2019-09-30 | $848k | 17k | 50.43 |
| 2019-06-30 | $791k | 17k | 45.79 |
| 2019-03-31 | $797k | 17k | 48.34 |
More positions owned by Keudell/Morrison Wealth Management
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