Wells Fargo & Company shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $268k | 2.9k | 93.97 |
| 2025-09-30 | $246k | 2.9k | 86.46 |
| 2025-06-30 | $265k | 3.3k | 80.12 |
| 2025-03-31 | $247k | 3.4k | 71.79 |
More positions owned by Up Strategic Wealth Investment Advisors
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