Wells Fargo & Company shares owned by Union Heritage Capital
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.0M | 46k | 42.68 |
| 2023-03-31 | $1.7M | 46k | 37.37 |
| 2022-12-31 | $1.9M | 46k | 41.29 |
| 2022-09-30 | $1.8M | 46k | 40.22 |
| 2022-06-30 | $1.8M | 46k | 39.18 |
| 2022-03-31 | $2.2M | 46k | 48.47 |
| 2021-12-31 | $2.2M | 46k | 47.99 |
| 2021-09-30 | $2.1M | 46k | 46.40 |
| 2021-06-30 | $2.1M | 46k | 45.27 |
| 2021-03-31 | $1.2M | 31k | 39.07 |