Wells Fargo & Company shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Sweet Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $365k | 6.5k | 56.49 |
2024-06-30 | $383k | 6.5k | 59.39 |
2024-03-31 | $385k | 6.6k | 57.96 |
2023-12-31 | $482k | 9.8k | 49.22 |
2023-09-30 | $402k | 9.8k | 40.86 |
2023-06-30 | $376k | 8.8k | 42.68 |
2023-03-31 | $331k | 8.9k | 37.38 |
2022-12-31 | $367k | 8.9k | 41.29 |
2022-09-30 | $355k | 8.8k | 40.14 |
2022-06-30 | $267k | 6.8k | 39.21 |
2022-03-31 | $334k | 6.9k | 48.45 |
2021-12-31 | $296k | 6.2k | 47.94 |