Wells Fargo & Company shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 6.0k | 83.82 |
| 2025-06-30 | $748k | 9.3k | 80.12 |
| 2025-03-31 | $391k | 5.4k | 71.80 |
| 2024-12-31 | $393k | 5.6k | 70.24 |
| 2024-09-30 | $325k | 5.8k | 56.49 |
| 2024-06-30 | $341k | 5.7k | 59.39 |
| 2024-03-31 | $372k | 6.4k | 57.96 |
| 2023-12-31 | $355k | 7.2k | 49.22 |
| 2023-09-30 | $316k | 7.7k | 40.86 |
| 2023-06-30 | $364k | 8.5k | 42.68 |
| 2023-03-31 | $352k | 9.4k | 37.38 |
| 2022-12-31 | $375k | 9.1k | 41.30 |
| 2022-09-30 | $299k | 7.4k | 40.20 |
| 2022-06-30 | $382k | 9.8k | 39.12 |
| 2022-03-31 | $755k | 16k | 48.47 |
| 2021-12-31 | $554k | 12k | 47.94 |
| 2021-09-30 | $326k | 7.0k | 46.38 |
| 2021-06-30 | $376k | 8.3k | 45.35 |
| 2021-03-31 | $277k | 7.1k | 39.02 |
| 2020-12-31 | $3.3M | 109k | 30.18 |
| 2020-09-30 | $2.5M | 106k | 23.51 |
| 2020-06-30 | $2.2M | 87k | 25.60 |
| 2020-03-31 | $1.7M | 58k | 28.71 |
| 2019-12-31 | $2.6M | 49k | 53.79 |
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