Wells Fargo & Company shares owned by Wealthquest
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Wealthquest
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $262k | 3.7k | 70.23 |
2024-06-30 | $211k | 3.5k | 59.38 |
2024-03-31 | $209k | 3.6k | 57.97 |
2022-03-31 | $224k | 4.7k | 47.88 |
2021-12-31 | $224k | 4.7k | 47.88 |
2021-09-30 | $217k | 4.7k | 46.39 |
2021-06-30 | $211k | 4.7k | 45.10 |
2019-12-31 | $389k | 7.2k | 53.76 |
2019-09-30 | $364k | 7.2k | 50.30 |
2019-06-30 | $342k | 7.2k | 47.26 |
2019-03-31 | $360k | 7.5k | 48.25 |
2018-12-31 | $354k | 7.7k | 46.06 |
2015-09-30 | $369k | 7.2k | 51.37 |
2015-06-30 | $392k | 7.0k | 56.24 |
2015-03-31 | $379k | 7.0k | 54.38 |
2014-12-31 | $404k | 7.4k | 54.82 |