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Wells Fargo & Company shares owned by Legacy Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $500k 8.6k 57.96
2023-12-31 $383k 7.8k 49.22
2019-06-30 $105k 2.2k 47.30
2019-03-31 $57k 1.2k 48.72
2018-09-30 $196k 3.7k 52.63
2018-06-30 $73k 1.3k 55.30
2018-03-31 $26k 513 50.68
2017-12-31 $18k 313 57.51
2017-09-30 $23k 421 54.63
2017-06-30 $22k 413 53.27
2017-03-31 $11k 213 51.64
2016-12-31 $11k 213 51.64