Wells Fargo & Company shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $106k | 2.2k | 49.22 |
| 2021-12-31 | $213k | 4.4k | 47.92 |
| 2021-09-30 | $215k | 4.6k | 46.43 |
| 2021-06-30 | $206k | 4.5k | 45.28 |
| 2021-03-31 | $205k | 5.2k | 39.11 |
| 2020-12-31 | $156k | 5.2k | 30.12 |
| 2020-09-30 | $119k | 5.0k | 23.59 |
| 2020-06-30 | $121k | 4.7k | 25.60 |
More positions owned by Rockbridge Investment Management, LCC
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