Wells Fargo & Company shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 5.0k | 83.81 |
| 2025-06-30 | $378k | 4.7k | 80.12 |
| 2025-03-31 | $342k | 4.8k | 71.79 |
| 2024-12-31 | $472k | 6.7k | 70.24 |
| 2024-06-30 | $414k | 7.0k | 59.39 |