Wells Fargo & Company shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 44k | 83.82 |
| 2025-06-30 | $3.5M | 43k | 80.12 |
| 2025-03-31 | $3.1M | 44k | 71.79 |
| 2024-12-31 | $3.0M | 42k | 70.24 |
| 2024-09-30 | $2.4M | 42k | 56.49 |
| 2024-06-30 | $2.5M | 42k | 59.39 |
| 2024-03-31 | $2.4M | 41k | 57.96 |
| 2023-12-31 | $3.0M | 61k | 49.22 |
| 2023-09-30 | $1.9M | 46k | 40.86 |
| 2023-06-30 | $2.0M | 47k | 42.68 |
| 2022-12-31 | $204k | 4.9k | 41.29 |
| 2022-03-31 | $239k | 4.9k | 48.40 |
| 2021-12-31 | $237k | 4.9k | 48.00 |
| 2021-09-30 | $229k | 4.9k | 46.38 |
| 2021-06-30 | $215k | 4.8k | 45.21 |
| 2019-12-31 | $244k | 4.5k | 53.84 |
| 2018-03-31 | $582k | 11k | 52.47 |
| 2017-12-31 | $14M | 228k | 60.67 |
| 2017-09-30 | $8.4M | 153k | 55.15 |
| 2017-06-30 | $8.3M | 151k | 55.41 |
| 2017-03-31 | $8.3M | 150k | 55.66 |
| 2016-12-31 | $8.2M | 149k | 55.11 |
| 2016-09-30 | $6.4M | 145k | 44.28 |
| 2016-06-30 | $375k | 7.9k | 47.24 |
| 2016-03-31 | $350k | 7.3k | 48.18 |
| 2015-12-31 | $487k | 9.0k | 54.29 |
| 2015-09-30 | $467k | 9.1k | 51.19 |
| 2015-06-30 | $518k | 9.2k | 56.37 |
| 2015-03-31 | $511k | 9.4k | 54.44 |
| 2014-12-31 | $616k | 11k | 54.71 |
| 2014-09-30 | $637k | 12k | 51.75 |
| 2014-06-30 | $1.3M | 24k | 52.65 |
| 2011-12-31 | $142k | 5.2k | 27.52 |
| 2011-06-30 | $146k | 5.2k | 27.99 |
| 2011-03-31 | $197k | 6.2k | 31.69 |
| 2010-12-31 | $201k | 6.5k | 31.03 |
More positions owned by Smith, Salley & Associates
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