Wells Fargo & Company shares owned by ValMark Advisers
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $400k | 8.1k | 49.22 |
| 2023-09-30 | $603k | 15k | 40.86 |
| 2023-06-30 | $633k | 15k | 42.68 |
| 2023-03-31 | $561k | 15k | 37.38 |
| 2022-12-31 | $704k | 17k | 41.29 |
| 2022-09-30 | $413k | 10k | 40.26 |
| 2022-06-30 | $387k | 9.9k | 39.22 |
| 2022-03-31 | $382k | 7.9k | 48.43 |
| 2021-12-31 | $374k | 7.8k | 47.94 |
| 2021-09-30 | $282k | 6.1k | 46.37 |
| 2021-06-30 | $287k | 6.3k | 45.22 |
| 2021-03-31 | $251k | 6.4k | 39.11 |
| 2019-12-31 | $352k | 6.5k | 53.76 |
| 2019-09-30 | $293k | 5.8k | 50.37 |
| 2019-06-30 | $236k | 5.0k | 47.26 |
| 2019-03-31 | $241k | 5.0k | 48.26 |
| 2018-12-31 | $233k | 5.1k | 46.14 |
| 2018-09-30 | $305k | 5.8k | 52.57 |
| 2018-06-30 | $322k | 5.8k | 55.50 |
| 2018-03-31 | $304k | 5.8k | 52.40 |
| 2017-12-31 | $322k | 5.3k | 60.64 |