Wells Fargo & Company shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 30k | 70.24 |
| 2024-09-30 | $1.8M | 31k | 56.49 |
| 2024-06-30 | $1.9M | 31k | 59.39 |
| 2024-03-31 | $2.1M | 37k | 57.96 |
| 2023-12-31 | $2.0M | 41k | 49.22 |
| 2023-09-30 | $1.8M | 45k | 40.86 |
| 2023-06-30 | $2.4M | 55k | 42.68 |
| 2023-03-31 | $1.9M | 52k | 37.38 |
| 2022-12-31 | $1.9M | 47k | 41.29 |
| 2022-09-30 | $1.7M | 42k | 40.05 |
| 2022-06-30 | $1.4M | 36k | 38.84 |
| 2022-03-31 | $1.4M | 28k | 47.87 |
| 2021-12-31 | $1.1M | 23k | 48.10 |
| 2021-09-30 | $918k | 20k | 46.84 |
| 2021-06-30 | $734k | 16k | 45.36 |
| 2021-03-31 | $681k | 18k | 38.91 |
| 2020-12-31 | $452k | 15k | 30.15 |
| 2020-09-30 | $587k | 25k | 23.50 |
| 2020-06-30 | $621k | 24k | 25.78 |
| 2020-03-31 | $540k | 19k | 28.76 |
| 2019-12-31 | $894k | 17k | 53.80 |
More positions owned by Marks Group Wealth Management
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