Wells Fargo & Company shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $2.5M | 63k | 40.22 |
| 2022-06-30 | $2.5M | 64k | 39.68 |
| 2022-03-31 | $3.1M | 62k | 50.97 |
| 2021-12-31 | $1.9M | 39k | 49.28 |
| 2021-09-30 | $1.9M | 41k | 46.37 |
| 2021-06-30 | $2.8M | 62k | 45.29 |
| 2021-03-31 | $1.3M | 33k | 39.08 |
| 2020-12-31 | $1.0M | 34k | 30.18 |
| 2020-09-30 | $401k | 17k | 23.48 |
| 2020-06-30 | $505k | 20k | 25.12 |
| 2020-03-31 | $1.8M | 66k | 27.33 |
| 2019-12-31 | $3.3M | 62k | 53.77 |
| 2019-09-30 | $2.8M | 56k | 49.57 |
| 2019-06-30 | $3.1M | 65k | 47.48 |
| 2019-03-31 | $2.4M | 50k | 48.42 |
| 2018-12-31 | $2.1M | 45k | 47.11 |
| 2018-09-30 | $2.6M | 50k | 52.54 |
| 2018-06-30 | $4.6M | 82k | 55.44 |
| 2018-03-31 | $7.4M | 141k | 52.40 |
| 2017-12-31 | $983k | 18k | 55.15 |
| 2017-09-30 | $983k | 18k | 55.15 |
| 2017-06-30 | $755k | 14k | 55.38 |
| 2016-12-31 | $4.6M | 84k | 55.11 |
| 2016-09-30 | $4.1M | 93k | 44.28 |
| 2016-06-30 | $3.7M | 79k | 47.32 |
| 2016-03-31 | $734k | 15k | 48.39 |
| 2015-12-31 | $2.0M | 37k | 54.36 |
| 2015-09-30 | $1.6M | 32k | 51.35 |
| 2015-06-30 | $1.4M | 25k | 56.24 |
| 2015-03-31 | $1.3M | 23k | 54.40 |
| 2014-12-31 | $1.2M | 22k | 54.82 |
| 2014-09-30 | $981k | 19k | 51.87 |
| 2014-06-30 | $1.2M | 23k | 52.56 |