Wells Fargo & Company shares owned by Willner & Heller
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 5.1k | 83.82 |
| 2025-06-30 | $405k | 5.1k | 80.12 |
| 2025-03-31 | $361k | 5.0k | 71.79 |
| 2024-12-31 | $351k | 5.0k | 70.23 |
| 2024-09-30 | $281k | 5.0k | 56.49 |
| 2024-06-30 | $293k | 4.9k | 59.39 |
| 2024-03-31 | $285k | 4.9k | 57.97 |
| 2023-12-31 | $240k | 4.9k | 49.22 |