Wells Fargo & Company shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 666 | 83.88 |
| 2025-06-30 | $52k | 643 | 80.14 |
| 2025-03-31 | $57k | 796 | 71.83 |
| 2024-12-31 | $50k | 714 | 70.28 |
| 2024-09-30 | $28k | 490 | 56.55 |
| 2024-06-30 | $37k | 630 | 59.43 |
| 2024-03-31 | $24k | 410 | 58.02 |