Wells Fargo & Company shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Mascoma Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $21k | 379 | 56.49 |
2024-06-30 | $40k | 681 | 59.39 |
2024-03-31 | $40k | 681 | 57.96 |
2023-12-31 | $63k | 1.3k | 49.22 |
2023-09-30 | $57k | 1.4k | 40.86 |
2023-06-30 | $57k | 1.3k | 44.48 |
2023-03-31 | $52k | 1.3k | 39.75 |
2022-12-31 | $76k | 1.9k | 40.23 |
2022-09-30 | $76k | 1.9k | 40.23 |
2022-06-30 | $78k | 2.0k | 38.98 |
2022-03-31 | $99k | 2.0k | 48.65 |
2021-12-31 | $83k | 1.7k | 48.20 |
2021-09-30 | $80k | 1.7k | 46.46 |
2021-03-31 | $66k | 1.7k | 39.08 |
2019-06-30 | $69k | 1.5k | 47.13 |
2019-03-31 | $71k | 1.5k | 48.50 |
2018-12-31 | $67k | 1.5k | 45.77 |
2018-09-30 | $106k | 2.0k | 52.63 |
2018-06-30 | $112k | 2.0k | 55.61 |
2018-03-31 | $74k | 1.4k | 52.33 |
2017-12-31 | $123k | 1.9k | 64.26 |
2017-09-30 | $92k | 1.7k | 55.35 |
2017-06-30 | $110k | 2.0k | 55.50 |
2017-03-31 | $127k | 2.3k | 55.65 |
2016-12-31 | $148k | 2.7k | 55.04 |