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
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All positions including Wells Fargo & Company held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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