Wells Fargo & Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 30k | 70.24 |
| 2024-09-30 | $1.7M | 30k | 56.49 |
| 2024-06-30 | $1.9M | 32k | 59.39 |
| 2024-03-31 | $2.5M | 43k | 57.96 |
| 2023-12-31 | $2.2M | 44k | 49.22 |
| 2023-09-30 | $1.8M | 45k | 40.86 |
| 2023-06-30 | $2.1M | 49k | 42.68 |
| 2023-03-31 | $1.8M | 47k | 37.38 |
| 2022-12-31 | $1.9M | 46k | 41.29 |
| 2022-09-30 | $2.0M | 50k | 40.22 |
| 2022-06-30 | $1.9M | 49k | 39.16 |
| 2022-03-31 | $2.4M | 50k | 48.45 |
| 2021-12-31 | $2.5M | 52k | 47.99 |
| 2021-09-30 | $2.4M | 53k | 46.40 |
| 2021-06-30 | $1.3M | 30k | 45.28 |
| 2021-03-31 | $1.2M | 30k | 39.06 |
| 2019-03-31 | $212k | 4.4k | 48.20 |
| 2018-12-31 | $419k | 9.1k | 45.99 |
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