Wells Fargo & Company shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $498k | 8.8k | 56.48 |
| 2024-06-30 | $672k | 11k | 59.35 |
| 2022-03-31 | $1.5M | 32k | 47.99 |
| 2021-09-30 | $859k | 19k | 46.40 |