LMG Wealth Partners »

Wells Fargo & Company shares owned by LMG Wealth Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LMG Wealth Partners from 13F filings

Historical chart of LMG Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $513k 10k 49.22
2023-09-30 $361k 8.8k 40.86
2023-06-30 $377k 8.8k 42.68
2023-03-31 $330k 8.8k 37.38
2022-12-31 $390k 8.8k 44.12