Wells Fargo & Company shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 38k | 83.82 |
| 2025-06-30 | $3.5M | 43k | 80.12 |
| 2025-03-31 | $3.1M | 44k | 71.80 |
| 2024-12-31 | $3.3M | 48k | 70.24 |
| 2024-09-30 | $2.6M | 46k | 56.48 |
| 2024-06-30 | $2.8M | 47k | 59.38 |
| 2024-03-31 | $2.5M | 43k | 57.95 |
| 2023-12-31 | $2.7M | 55k | 49.23 |
| 2023-09-30 | $2.3M | 53k | 43.00 |
| 2023-06-30 | $2.2M | 51k | 42.57 |
| 2023-03-31 | $2.0M | 54k | 37.38 |
| 2022-12-31 | $2.1M | 52k | 41.29 |
| 2022-09-30 | $2.0M | 50k | 40.22 |
| 2022-06-30 | $431k | 12k | 35.88 |