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
Download as csvQuarterly reported holdings in Wells Fargo & Company by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.8k | 83.82 |
| 2024-12-31 | $268k | 3.8k | 70.25 |
| 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 |
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