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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
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