Wells Fargo & Company shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 55k | 56.49 |
| 2024-06-30 | $3.5M | 59k | 59.39 |
| 2024-03-31 | $3.4M | 59k | 57.96 |
| 2023-09-30 | $2.5M | 62k | 40.86 |
| 2023-06-30 | $2.8M | 67k | 42.68 |
| 2023-03-31 | $2.5M | 67k | 37.38 |
| 2022-12-31 | $2.7M | 66k | 41.29 |
| 2022-09-30 | $2.6M | 65k | 40.21 |
| 2022-06-30 | $2.5M | 64k | 39.17 |
| 2022-03-31 | $3.0M | 62k | 48.45 |
| 2021-12-31 | $2.9M | 60k | 47.98 |
| 2021-09-30 | $2.8M | 60k | 46.42 |
| 2021-06-30 | $2.4M | 53k | 45.29 |
| 2021-03-31 | $1.9M | 48k | 39.08 |
| 2020-12-31 | $1.7M | 56k | 30.19 |
| 2020-09-30 | $1.5M | 62k | 23.51 |
| 2020-06-30 | $2.3M | 90k | 25.60 |
| 2020-03-31 | $2.9M | 100k | 28.70 |
| 2019-12-31 | $10M | 188k | 53.80 |
| 2019-09-30 | $5.2M | 102k | 50.44 |
More positions owned by Williams Jones Wealth Management
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