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Wells Fargo & Company shares owned by Strategic Wealth Designers

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Strategic Wealth Designers from 13F filings

Historical chart of Strategic Wealth Designers investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 3.9k 55.39
2024-06-30 $236k 3.9k 60.60
2023-12-31 $284k 5.8k 49.22
2023-09-30 $234k 5.7k 40.86
2023-06-30 $299k 7.0k 42.68
2023-03-31 $230k 6.1k 37.38