Wells Fargo & Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Heritage Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $419k | 7.2k | 57.96 |
2023-12-31 | $397k | 8.1k | 49.22 |
2023-09-30 | $330k | 8.1k | 40.86 |
2023-06-30 | $345k | 8.1k | 42.68 |
2023-03-31 | $206k | 5.5k | 37.38 |
2022-03-31 | $208k | 4.3k | 48.54 |
2021-12-31 | $206k | 4.3k | 48.07 |
2020-06-30 | $239k | 9.3k | 25.60 |
2020-03-31 | $1.1M | 40k | 28.67 |
2019-12-31 | $2.6M | 48k | 53.81 |
2019-09-30 | $2.4M | 48k | 50.43 |
2019-06-30 | $2.3M | 48k | 47.32 |
2019-03-31 | $2.4M | 49k | 48.31 |
2018-12-31 | $2.5M | 54k | 46.07 |
2018-09-30 | $2.8M | 53k | 52.56 |
2018-06-30 | $3.0M | 53k | 55.43 |
2018-03-31 | $2.9M | 55k | 52.41 |
2017-12-31 | $3.6M | 60k | 60.66 |
2017-09-30 | $3.4M | 62k | 55.16 |
2017-06-30 | $3.4M | 62k | 55.40 |
2017-03-31 | $3.5M | 63k | 55.65 |