Wells Fargo & Company shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $222k | 3.8k | 57.96 |
2023-06-30 | $257k | 6.0k | 42.69 |
2023-03-31 | $225k | 6.0k | 37.38 |
2022-12-31 | $249k | 6.0k | 41.29 |
2022-09-30 | $270k | 6.0k | 44.80 |
2022-06-30 | $236k | 6.0k | 39.16 |
2022-03-31 | $292k | 6.0k | 48.45 |
2021-09-30 | $203k | 4.4k | 46.40 |
2020-12-31 | $267k | 8.9k | 30.11 |
2020-03-31 | $206k | 7.2k | 28.62 |
2019-12-31 | $349k | 6.5k | 53.80 |
2019-09-30 | $359k | 7.1k | 50.35 |
2019-06-30 | $349k | 7.4k | 47.32 |
2019-03-31 | $449k | 9.3k | 48.36 |
2018-12-31 | $460k | 10k | 46.05 |