Wells Fargo & Company shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 2.9k | 83.81 |
| 2022-09-30 | $256k | 6.4k | 40.24 |
| 2022-06-30 | $249k | 6.4k | 39.14 |
| 2021-12-31 | $305k | 6.4k | 47.94 |
| 2021-09-30 | $295k | 6.4k | 46.37 |
| 2021-06-30 | $277k | 6.4k | 43.54 |
| 2021-03-31 | $252k | 6.4k | 39.61 |
| 2020-12-31 | $192k | 6.4k | 30.18 |