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Wells Fargo & Company shares owned by Prestige Wealth Management Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Prestige Wealth Management Group from 13F filings

Historical chart of Prestige Wealth Management Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $622k 13k 49.22
2023-09-30 $465k 11k 40.86
2023-06-30 $75k 1.8k 42.68
2023-03-31 $94k 2.5k 37.38
2022-12-31 $110k 2.7k 41.29
2022-09-30 $104k 2.5k 41.18
2022-06-30 $99k 2.5k 39.29
2022-03-31 $156k 3.2k 48.48
2021-12-31 $152k 3.2k 47.32
2021-09-30 $139k 2.9k 47.32
2021-06-30 $284k 6.4k 44.16
2021-03-31 $157k 4.1k 37.85
2020-12-31 $85k 2.7k 31.55
2020-09-30 $60k 2.6k 23.40
2020-06-30 $114k 4.5k 25.51
2020-03-31 $83k 2.9k 28.54
2019-12-31 $131k 2.4k 53.71
2019-09-30 $123k 2.4k 50.43
2019-06-30 $66k 1.4k 47.52
2019-03-31 $67k 1.4k 48.24
2018-12-31 $119k 2.6k 45.93