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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Co held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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 $0 51 0.00
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 $0 41 0.00
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

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Wells Fargo & Co

Iat Reinsurance
Heritage Wealth Advisors
Meeder Asset Management

View all funds holding Wells Fargo & Co