Wells Fargo & Company shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $709k | 8.5k | 83.82 |
| 2025-06-30 | $677k | 8.4k | 80.12 |
| 2025-03-31 | $742k | 10k | 71.79 |
| 2024-12-31 | $726k | 10k | 70.24 |
| 2024-09-30 | $579k | 10k | 56.49 |
| 2024-06-30 | $611k | 10k | 59.39 |
| 2024-03-31 | $590k | 10k | 57.96 |
| 2023-12-31 | $500k | 10k | 49.22 |
| 2023-09-30 | $487k | 12k | 40.86 |
| 2023-06-30 | $507k | 12k | 42.68 |
| 2023-03-31 | $482k | 37 | 13023.49 |
| 2022-12-31 | $532k | 13k | 41.29 |
| 2022-09-30 | $518k | 13k | 40.22 |
| 2022-06-30 | $504k | 13k | 39.16 |
| 2022-03-31 | $653k | 14k | 48.48 |
| 2021-12-31 | $665k | 14k | 47.97 |
| 2021-09-30 | $643k | 14k | 46.40 |
| 2021-06-30 | $618k | 14k | 45.27 |
| 2021-03-31 | $533k | 14k | 39.05 |
| 2020-12-31 | $397k | 13k | 30.20 |
| 2020-09-30 | $315k | 13k | 23.50 |
| 2020-06-30 | $299k | 12k | 25.59 |
| 2020-03-31 | $273k | 9.5k | 28.72 |
| 2019-12-31 | $593k | 11k | 53.82 |
| 2019-09-30 | $521k | 10k | 50.46 |
| 2019-06-30 | $487k | 10k | 47.36 |
| 2019-03-31 | $545k | 11k | 48.33 |
| 2018-12-31 | $547k | 12k | 46.12 |
| 2018-09-30 | $757k | 14k | 52.55 |
| 2018-06-30 | $796k | 14k | 55.42 |
| 2018-03-31 | $710k | 14k | 52.41 |
| 2017-12-31 | $1.9M | 31k | 60.66 |
| 2017-09-30 | $1.8M | 32k | 55.15 |
| 2017-06-30 | $1.7M | 31k | 55.41 |
| 2017-03-31 | $1.8M | 32k | 55.66 |
| 2016-12-31 | $1.7M | 31k | 55.09 |
| 2016-09-30 | $1.4M | 31k | 44.28 |
| 2016-06-30 | $1.4M | 30k | 47.34 |
| 2016-03-31 | $1.4M | 29k | 48.36 |
| 2015-12-31 | $1.6M | 29k | 54.37 |
| 2015-09-30 | $1.5M | 28k | 51.36 |
| 2015-06-30 | $1.5M | 27k | 56.24 |
| 2015-03-31 | $1.5M | 28k | 54.40 |
| 2014-12-31 | $1.5M | 28k | 54.84 |
| 2014-09-30 | $1.4M | 28k | 51.88 |
| 2014-06-30 | $1.5M | 28k | 52.55 |
| 2014-03-31 | $1.4M | 28k | 49.73 |
| 2013-12-31 | $1.2M | 27k | 45.39 |
| 2013-09-30 | $1.1M | 27k | 41.32 |
| 2013-06-30 | $1.1M | 27k | 41.26 |
| 2013-03-31 | $803k | 22k | 37.00 |
| 2012-12-31 | $704k | 21k | 34.20 |
| 2011-03-31 | $634k | 20k | 31.73 |
More positions owned by Sheets Smith Wealth Management
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