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Wells Fargo & Company shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 21k 49.22
2023-12-31 $842k 21k 40.86
2023-09-30 $473k 11k 42.68
2023-06-30 $407k 11k 37.38
2023-03-31 $407k 11k 37.38
2022-12-31 $401k 9.7k 41.29