Wells Fargo & Company shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Wells Fargo & Company
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Download as csvQuarterly reported holdings in Wells Fargo & Company by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 22k | 83.82 |
| 2025-06-30 | $1.7M | 22k | 80.12 |
| 2025-03-31 | $335k | 4.7k | 71.79 |
| 2024-12-31 | $264k | 3.8k | 70.24 |
| 2024-06-30 | $209k | 3.5k | 59.39 |
| 2024-03-31 | $203k | 3.5k | 57.96 |
| 2019-12-31 | $206k | 3.8k | 53.74 |
| 2018-09-30 | $205k | 3.9k | 52.50 |
| 2018-06-30 | $216k | 3.9k | 55.31 |
| 2018-03-31 | $213k | 4.1k | 52.41 |
| 2017-12-31 | $318k | 5.2k | 60.63 |
| 2017-09-30 | $528k | 9.6k | 55.14 |
| 2017-06-30 | $599k | 12k | 50.32 |
| 2017-03-31 | $640k | 13k | 50.75 |
| 2016-12-31 | $626k | 13k | 49.98 |
| 2016-09-30 | $466k | 11k | 44.28 |
| 2016-06-30 | $542k | 11k | 47.34 |
| 2016-03-31 | $537k | 11k | 48.36 |
| 2015-12-31 | $503k | 9.3k | 54.34 |
| 2015-09-30 | $480k | 9.4k | 51.31 |
| 2015-06-30 | $567k | 10k | 56.22 |
| 2015-03-31 | $466k | 8.6k | 54.40 |
| 2014-12-31 | $312k | 5.7k | 54.90 |
| 2011-03-31 | $201k | 6.3k | 31.69 |
More positions owned by McKinley Carter Wealth Services
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