Wells Fargo & Company shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 83.82 |
| 2025-06-30 | $660k | 8.2k | 80.12 |
| 2024-09-30 | $346k | 6.1k | 56.49 |
| 2024-06-30 | $308k | 5.2k | 59.39 |
| 2024-03-31 | $247k | 4.3k | 57.96 |
| 2023-12-31 | $240k | 4.9k | 49.22 |
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