Wells Fargo & Company shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 24k | 70.24 |
| 2024-09-30 | $1.3M | 23k | 56.49 |
| 2024-06-30 | $1.4M | 24k | 59.39 |
| 2024-03-31 | $1.3M | 22k | 57.96 |
| 2023-12-31 | $1.1M | 23k | 49.22 |
| 2023-09-30 | $4.8M | 117k | 40.86 |
| 2023-06-30 | $1.3M | 30k | 42.68 |
| 2023-03-31 | $1.1M | 30k | 37.38 |
| 2022-12-31 | $1.1M | 26k | 41.29 |
| 2022-09-30 | $1.1M | 28k | 40.23 |
| 2022-06-30 | $1.1M | 29k | 39.17 |
| 2022-03-31 | $1.2M | 25k | 48.45 |
| 2021-12-31 | $825k | 17k | 48.01 |
| 2021-09-30 | $797k | 17k | 46.43 |
| 2021-06-30 | $798k | 18k | 45.27 |
| 2021-03-31 | $700k | 18k | 39.09 |
| 2020-12-31 | $854k | 28k | 30.18 |
| 2020-09-30 | $694k | 30k | 23.52 |
| 2020-06-30 | $706k | 28k | 25.58 |
| 2020-03-31 | $1.1M | 40k | 28.70 |
| 2019-12-31 | $1.9M | 35k | 53.80 |
More positions owned by Soltis Investment Advisors
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