Wells Fargo & Company shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $443k | 4.8k | 93.20 |
| 2022-03-31 | $1.6M | 32k | 48.73 |
| 2021-12-31 | $1.6M | 32k | 50.74 |
| 2021-09-30 | $1.4M | 31k | 46.42 |