Wells Fargo & Company shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $49k | 528 | 93.20 |
| 2025-09-30 | $1.6k | 19 | 83.84 |
| 2025-06-30 | $2.9k | 36 | 80.14 |
| 2025-03-31 | $2.6k | 36 | 71.81 |
| 2024-12-31 | $11k | 140 | 80.67 |
| 2024-09-30 | $10k | 140 | 72.77 |