Wells Fargo & Company shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $121k | 2.2k | 56.49 |
| 2024-06-30 | $128k | 2.2k | 59.38 |
| 2024-03-31 | $125k | 2.1k | 57.97 |
| 2023-12-31 | $111k | 2.2k | 49.23 |
| 2023-09-30 | $88k | 2.1k | 40.86 |
| 2023-06-30 | $92k | 2.1k | 42.68 |
| 2023-03-31 | $80k | 2.1k | 37.39 |
| 2022-12-31 | $101k | 2.4k | 41.29 |
| 2022-09-30 | $131k | 3.3k | 40.30 |
| 2022-06-30 | $115k | 2.9k | 39.16 |
| 2022-03-31 | $142k | 2.9k | 48.37 |
| 2021-12-31 | $141k | 2.9k | 48.02 |
| 2021-09-30 | $150k | 3.2k | 46.31 |
| 2021-06-30 | $188k | 4.1k | 45.40 |
| 2021-03-31 | $159k | 4.1k | 39.10 |
| 2020-12-31 | $139k | 4.6k | 30.16 |
| 2020-09-30 | $110k | 4.7k | 23.41 |
| 2020-06-30 | $121k | 4.7k | 25.54 |
| 2020-03-31 | $81k | 2.8k | 28.62 |
| 2019-12-31 | $159k | 2.9k | 55.46 |
More positions owned by Sugarloaf Wealth Management
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