Wells Fargo & Company shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $387k | 6.7k | 57.96 |
| 2023-12-31 | $331k | 6.7k | 49.22 |
| 2023-09-30 | $266k | 6.5k | 40.86 |
| 2023-06-30 | $284k | 6.6k | 42.68 |
| 2023-03-31 | $240k | 6.4k | 37.38 |
| 2022-12-31 | $293k | 7.1k | 41.29 |
| 2022-09-30 | $313k | 7.8k | 40.27 |
| 2022-06-30 | $291k | 7.4k | 39.14 |
| 2022-03-31 | $346k | 7.1k | 48.51 |
| 2021-12-31 | $332k | 6.9k | 48.23 |
| 2021-09-30 | $314k | 6.8k | 46.33 |
| 2021-06-30 | $323k | 7.1k | 45.36 |
| 2021-03-31 | $254k | 6.5k | 39.00 |
| 2020-03-31 | $415k | 15k | 28.68 |
| 2019-12-31 | $844k | 18k | 46.06 |
| 2019-09-30 | $856k | 17k | 50.45 |
| 2019-06-30 | $819k | 17k | 47.33 |
| 2019-03-31 | $844k | 18k | 48.29 |
| 2018-12-31 | $844k | 18k | 46.06 |