Wells Fargo & Company shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 32k | 56.49 |
| 2024-06-30 | $1.7M | 29k | 59.39 |
| 2024-03-31 | $1.5M | 27k | 57.96 |
| 2023-12-31 | $1.1M | 23k | 49.22 |
| 2023-09-30 | $952k | 23k | 40.86 |
| 2023-06-30 | $1.0M | 24k | 42.68 |
| 2023-03-31 | $986k | 26k | 37.38 |
| 2022-12-31 | $1.1B | 26M | 41.29 |
| 2022-09-30 | $817k | 20k | 40.22 |
| 2022-06-30 | $858k | 22k | 39.17 |
| 2022-03-31 | $983k | 20k | 48.46 |
| 2021-12-31 | $985k | 21k | 47.98 |
| 2021-09-30 | $855k | 18k | 46.41 |
| 2021-06-30 | $877k | 19k | 45.29 |
| 2021-03-31 | $751k | 19k | 39.07 |
| 2020-12-31 | $396k | 13k | 30.18 |
| 2020-09-30 | $306k | 13k | 23.51 |
| 2020-06-30 | $473k | 19k | 25.60 |
| 2020-03-31 | $509k | 18k | 28.70 |
| 2019-12-31 | $1.4M | 26k | 53.80 |
| 2019-09-30 | $1.3M | 25k | 50.44 |
| 2019-06-30 | $1.2M | 164k | 7.49 |
| 2019-03-31 | $438k | 82k | 5.34 |
| 2018-12-31 | $532k | 12k | 46.08 |
| 2018-09-30 | $762k | 15k | 52.56 |
| 2018-06-30 | $1.9M | 244k | 7.72 |
| 2018-03-31 | $1.3M | 53k | 24.55 |
| 2017-12-31 | $1.4M | 23k | 60.68 |
| 2017-09-30 | $1.2M | 22k | 55.13 |
| 2017-06-30 | $1.1M | 20k | 55.41 |
| 2017-03-31 | $832k | 15k | 55.65 |
| 2016-12-31 | $840k | 15k | 55.10 |
| 2016-09-30 | $594k | 13k | 44.29 |
| 2016-06-30 | $962k | 20k | 47.35 |
| 2016-03-31 | $830k | 17k | 48.33 |
| 2015-12-31 | $603k | 11k | 54.36 |
| 2015-09-30 | $640k | 13k | 51.38 |
| 2015-06-30 | $879k | 16k | 56.25 |
| 2015-03-31 | $896k | 17k | 54.37 |
| 2014-12-31 | $914k | 17k | 54.81 |
| 2014-09-30 | $929k | 18k | 51.88 |
| 2014-06-30 | $921k | 18k | 52.56 |
| 2014-03-31 | $853k | 17k | 49.77 |
| 2013-12-31 | $835k | 18k | 45.40 |
| 2013-09-30 | $711k | 17k | 41.30 |
| 2013-06-30 | $597k | 15k | 41.30 |
| 2013-03-31 | $492k | 13k | 37.02 |
| 2012-12-31 | $490k | 14k | 34.17 |
| 2012-09-30 | $418k | 12k | 34.55 |
| 2012-06-30 | $351k | 11k | 33.43 |
| 2012-03-31 | $307k | 9.0k | 34.11 |
| 2011-06-30 | $222k | 7.0k | 31.71 |
| 2011-03-31 | $222k | 7.0k | 31.71 |
More positions owned by Moneta Group Investment Advisors
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