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Wells Fargo & Company shares owned by Wealth Management Associates

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $468k 5.0k 93.20
2025-09-30 $420k 5.0k 83.83
2025-06-30 $443k 5.5k 80.12
2025-03-31 $397k 5.5k 71.79
2024-12-31 $384k 5.5k 70.24
2024-09-30 $272k 4.8k 56.49
2024-06-30 $286k 4.8k 59.39
2024-03-31 $286k 4.8k 59.39
2023-12-31 $251k 5.1k 49.22