Wells Fargo & Company shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 33k | 56.49 |
| 2024-06-30 | $2.3M | 39k | 59.39 |
| 2024-03-31 | $2.3M | 40k | 57.96 |
| 2023-09-30 | $2.3M | 56k | 40.86 |
| 2023-06-30 | $2.4M | 56k | 42.68 |
| 2023-03-31 | $2.1M | 57k | 37.38 |
| 2022-12-31 | $1.8M | 43k | 41.29 |
| 2022-09-30 | $2.2M | 55k | 40.21 |
| 2022-06-30 | $2.0M | 50k | 39.17 |
| 2022-03-31 | $2.3M | 48k | 48.45 |
| 2021-12-31 | $3.1M | 65k | 47.98 |
| 2021-09-30 | $2.6M | 56k | 46.42 |
| 2021-06-30 | $457k | 10k | 45.32 |
| 2020-03-31 | $1.2M | 42k | 28.71 |
| 2019-12-31 | $2.3M | 49k | 46.94 |
| 2019-09-30 | $2.6M | 48k | 54.21 |
| 2019-06-30 | $2.2M | 48k | 45.80 |
| 2019-03-31 | $2.3M | 48k | 48.31 |
| 2018-12-31 | $2.4M | 51k | 47.65 |
| 2018-09-30 | $2.8M | 52k | 53.58 |
| 2018-06-30 | $2.9M | 53k | 55.44 |
| 2018-03-31 | $2.6M | 51k | 52.41 |
More positions owned by Mount Yale Investment Advisors
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