Wells Fargo & Company shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807k | 9.6k | 83.82 |
| 2025-06-30 | $728k | 9.1k | 80.12 |
| 2025-03-31 | $631k | 8.8k | 71.79 |
| 2024-12-31 | $617k | 8.8k | 70.24 |
| 2024-09-30 | $521k | 9.0k | 57.96 |
| 2024-06-30 | $522k | 8.8k | 59.39 |
| 2024-03-31 | $521k | 9.0k | 57.96 |
| 2023-12-31 | $503k | 10k | 49.22 |
| 2023-09-30 | $367k | 9.0k | 40.86 |
| 2023-06-30 | $383k | 9.0k | 42.68 |
| 2023-03-31 | $347k | 9.0k | 38.67 |
| 2022-12-31 | $371k | 9.0k | 41.29 |
| 2022-09-30 | $361k | 9.0k | 40.23 |
| 2022-06-30 | $351k | 9.0k | 39.12 |
| 2022-03-31 | $426k | 8.8k | 48.52 |
| 2021-12-31 | $421k | 8.8k | 48.00 |
| 2021-09-30 | $453k | 9.8k | 46.39 |
| 2021-06-30 | $442k | 9.8k | 45.30 |
| 2021-03-31 | $395k | 10k | 39.00 |
More positions owned by Monticello Wealth Management
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