Wells Fargo & Company shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 5.8k | 83.82 |
| 2025-06-30 | $492k | 6.1k | 80.12 |
| 2025-03-31 | $441k | 6.1k | 71.79 |
| 2024-12-31 | $443k | 6.3k | 70.24 |
| 2024-09-30 | $356k | 6.3k | 56.49 |
| 2024-06-30 | $405k | 6.8k | 59.39 |
| 2024-03-31 | $395k | 6.8k | 57.96 |
| 2023-12-31 | $335k | 6.8k | 49.22 |