Wells Fargo & Company shares owned by West Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 2.0k | 83.82 |
| 2025-06-30 | $162k | 2.0k | 80.11 |
| 2025-03-31 | $223k | 3.1k | 71.78 |
| 2024-12-31 | $218k | 3.1k | 70.24 |
| 2024-09-30 | $163k | 2.9k | 56.50 |
| 2024-06-30 | $193k | 3.2k | 59.38 |
| 2024-03-31 | $234k | 4.0k | 57.96 |
| 2023-12-31 | $98k | 2.0k | 49.22 |
| 2023-09-30 | $48k | 1.2k | 40.86 |
| 2023-06-30 | $50k | 1.2k | 42.68 |
| 2023-03-31 | $7.4k | 199 | 37.38 |