Wells Fargo & Company shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 32k | 83.82 |
| 2025-06-30 | $2.4M | 30k | 80.12 |
| 2025-03-31 | $529k | 7.4k | 71.79 |
| 2024-12-31 | $509k | 7.2k | 70.24 |
| 2024-09-30 | $440k | 7.8k | 56.49 |
| 2024-06-30 | $421k | 7.1k | 59.39 |
| 2024-03-31 | $423k | 7.3k | 57.96 |
| 2023-12-31 | $396k | 8.0k | 49.22 |
| 2023-09-30 | $350k | 8.6k | 40.86 |
| 2023-06-30 | $356k | 8.4k | 42.68 |
| 2023-03-31 | $630k | 17k | 37.38 |
| 2022-12-31 | $604k | 15k | 41.29 |
| 2022-09-30 | $651k | 16k | 40.22 |
| 2022-06-30 | $634k | 16k | 39.20 |
| 2022-03-31 | $783k | 16k | 48.44 |
| 2021-12-31 | $777k | 16k | 47.96 |
| 2021-09-30 | $345k | 7.4k | 46.44 |
| 2021-06-30 | $356k | 7.9k | 45.30 |
| 2021-03-31 | $347k | 8.9k | 39.12 |
| 2020-12-31 | $262k | 8.7k | 30.23 |
| 2020-09-30 | $234k | 10k | 23.49 |
| 2020-06-30 | $278k | 11k | 25.65 |
| 2020-03-31 | $291k | 10k | 28.69 |
| 2019-12-31 | $656k | 12k | 53.84 |
| 2019-09-30 | $635k | 13k | 50.42 |
| 2019-06-30 | $659k | 14k | 47.29 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group