Wells Fargo & Company shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Trifecta Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $8.6k | 152 | 56.49 |
2024-06-30 | $9.0k | 152 | 59.39 |
2024-03-31 | $8.8k | 152 | 57.96 |
2023-12-31 | $7.5k | 152 | 49.22 |
2023-09-30 | $47k | 1.2k | 40.86 |
2023-06-30 | $49k | 1.2k | 42.68 |
2023-03-31 | $5.7k | 152 | 37.38 |
2022-12-31 | $6.3k | 152 | 41.29 |