Wells Fargo & Co shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Co (WFCNP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Wells Fargo & Co
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Quarterly reported holdings in Wells Fargo & Co by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $40 | 19 | 2.11 |
| 2025-09-30 | $5 | 19 | 0.26 |
| 2025-06-30 | $0 | 19 | 0.05 |
| 2025-03-31 | $6 | 19 | 0.37 |
| 2024-12-31 | $6 | 19 | 0.32 |
| 2024-09-30 | $0 | 19 | 0.00 |
| 2024-06-30 | $6 | 19 | 0.32 |
| 2024-03-31 | $17M | 440k | 38.97 |
| 2023-12-31 | $19 | 19 | 1.05 |
| 2023-09-30 | $22 | 19 | 1.21 |
| 2023-06-30 | $65 | 59 | 1.10 |
| 2023-03-31 | $73 | 59 | 1.25 |
| 2022-12-31 | $69 | 51 | 1.37 |
| 2022-09-30 | $73 | 51 | 1.43 |
| 2022-06-30 | $0 | 41 | 0.00 |
| 2022-03-31 | $0 | 41 | 0.00 |
| 2021-12-31 | $87 | 41 | 2.15 |
| 2021-09-30 | $53 | 41 | 1.29 |
| 2021-06-30 | $52 | 41 | 1.27 |
| 2021-03-31 | $45 | 41 | 1.10 |
| 2020-12-31 | $0 | 41 | 0.00 |
| 2020-09-30 | $23 | 41 | 0.56 |
| 2020-06-30 | $0 | 2.8k | 0.00 |
| 2020-03-31 | $23 | 41 | 0.56 |
| 2019-12-31 | $26 | 41 | 0.66 |
| 2019-09-30 | $0 | 41 | 0.00 |
| 2019-06-30 | $45 | 41 | 1.10 |
| 2019-03-31 | $21 | 41 | 0.51 |
| 2018-12-31 | $0 | 41 | 0.00 |
| 2018-09-30 | $0 | 41 | 0.00 |
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