Wells Fargo & Company shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 3.0k | 83.81 |
| 2025-06-30 | $244k | 3.0k | 80.11 |
| 2025-03-31 | $220k | 3.1k | 71.79 |
| 2024-12-31 | $215k | 3.1k | 70.24 |
| 2019-12-31 | $309k | 5.7k | 53.85 |
| 2019-09-30 | $293k | 5.8k | 50.36 |
| 2019-06-30 | $306k | 6.5k | 47.25 |
| 2019-03-31 | $333k | 6.9k | 48.34 |
| 2018-12-31 | $235k | 5.1k | 46.15 |
| 2018-09-30 | $259k | 4.9k | 52.61 |
| 2018-06-30 | $273k | 4.9k | 55.45 |
| 2018-03-31 | $224k | 4.3k | 52.37 |
| 2017-12-31 | $259k | 4.3k | 60.56 |
| 2017-09-30 | $236k | 4.3k | 55.18 |
| 2017-06-30 | $255k | 4.6k | 55.31 |
| 2017-03-31 | $257k | 4.6k | 55.75 |
| 2016-12-31 | $254k | 4.6k | 55.10 |
| 2016-09-30 | $204k | 4.6k | 44.25 |
| 2016-06-30 | $218k | 4.6k | 47.29 |
| 2016-03-31 | $279k | 5.8k | 48.39 |
| 2015-12-31 | $251k | 4.6k | 54.45 |
| 2015-09-30 | $237k | 4.6k | 51.41 |
| 2015-06-30 | $259k | 4.6k | 56.18 |
| 2015-03-31 | $251k | 4.6k | 54.45 |
| 2014-12-31 | $253k | 4.6k | 54.88 |
| 2014-09-30 | $239k | 4.6k | 51.84 |
| 2014-06-30 | $242k | 4.6k | 52.49 |
| 2013-12-31 | $209k | 4.6k | 45.34 |
| 2013-09-30 | $190k | 4.6k | 41.21 |
| 2013-06-30 | $190k | 4.6k | 41.21 |
| 2013-03-31 | $176k | 4.8k | 37.01 |
| 2012-12-31 | $181k | 5.3k | 34.22 |
| 2012-09-30 | $191k | 5.5k | 34.56 |
| 2012-06-30 | $185k | 5.5k | 33.47 |
| 2012-03-31 | $171k | 5.0k | 34.09 |
| 2011-12-31 | $141k | 5.1k | 27.66 |
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