Wells Fargo & Company shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.3M | 40k | 56.49 |
2024-06-30 | $5.6M | 94k | 59.39 |
2024-03-31 | $4.8M | 83k | 57.96 |
2023-12-31 | $501k | 10k | 49.22 |
2023-09-30 | $296k | 7.3k | 40.86 |
2023-06-30 | $307k | 7.2k | 42.68 |