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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

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Quarterly 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