Wells Fargo & Company shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $600k | 6.4k | 93.19 |
| 2025-09-30 | $506k | 6.0k | 83.82 |
| 2025-06-30 | $558k | 7.0k | 80.12 |
| 2025-03-31 | $476k | 6.6k | 71.79 |
| 2024-12-31 | $425k | 6.1k | 70.24 |
| 2023-12-31 | $219k | 4.5k | 49.22 |
| 2022-09-30 | $0 | 6 | 0.00 |
| 2022-03-31 | $52k | 1.1k | 48.15 |
More positions owned by Spartan Planning & Wealth Management
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