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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

Tip: Access up to 7 years of quarterly data

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

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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
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