Wells Fargo & Company shares owned by Forum Financial Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.9M | 50k | 57.96 |
2023-12-31 | $2.5M | 51k | 49.22 |
2023-09-30 | $2.1M | 51k | 40.86 |
2023-06-30 | $1.8M | 42k | 42.68 |
2023-03-31 | $1.5M | 41k | 37.38 |
2022-12-31 | $1.7M | 41k | 41.29 |
2022-09-30 | $1.6M | 41k | 40.22 |
2022-06-30 | $1.5M | 37k | 39.18 |
2022-03-31 | $1.9M | 39k | 48.46 |
2021-12-31 | $1.9M | 39k | 47.99 |
More positions owned by Forum Financial Management
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