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Wells Fargo & Company shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 120k 57.96
2023-12-31 $6.1M 124k 49.22
2023-09-30 $4.6M 112k 40.86
2023-06-30 $4.9M 116k 42.68
2023-03-31 $4.0M 107k 37.38
2022-12-31 $4.5M 110k 41.29
2022-09-30 $4.0M 99k 40.22
2022-06-30 $3.7M 95k 39.17
2022-03-31 $4.8M 100k 48.41
2021-12-31 $3.2M 66k 47.99
2021-09-30 $2.9M 63k 46.34
2021-06-30 $3.3M 73k 45.31
2021-03-31 $2.9M 73k 39.13
2020-12-31 $1.5M 48k 30.18
2020-09-30 $3.9M 165k 23.54
2020-06-30 $1.5M 57k 25.53
2020-03-31 $1.7M 58k 28.77
2019-12-31 $2.9M 55k 53.81
2019-09-30 $2.2M 44k 50.38
2019-06-30 $2.0M 42k 47.32
2019-03-31 $2.2M 46k 48.32
2018-12-31 $2.0M 44k 45.94