Wells Fargo & Company shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $168k | 3.0k | 56.49 |
| 2024-06-30 | $177k | 3.0k | 59.39 |
| 2024-03-31 | $173k | 3.0k | 57.96 |
| 2023-12-31 | $82k | 1.7k | 49.22 |
| 2023-09-30 | $70k | 1.7k | 40.86 |
| 2023-06-30 | $73k | 1.7k | 42.68 |
| 2023-03-31 | $64k | 1.7k | 37.38 |
| 2022-12-31 | $71k | 1.7k | 41.29 |
| 2022-09-30 | $69k | 1.7k | 40.16 |
| 2022-06-30 | $67k | 1.7k | 39.00 |
| 2022-03-31 | $94k | 2.0k | 48.06 |
| 2021-12-31 | $84k | 1.8k | 47.84 |
| 2021-09-30 | $81k | 1.8k | 46.13 |
| 2021-06-30 | $79k | 1.8k | 44.99 |
| 2021-03-31 | $64k | 1.7k | 38.60 |
| 2020-12-31 | $55k | 1.7k | 33.17 |