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Wells Fargo & Company shares owned by Heritage Way Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heritage Way Advisors from 13F filings

Historical chart of Heritage Way Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Heritage Way Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Heritage Way Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $288k 6.0k 48.00
2019-03-31 $1.7M 35k 48.32
2018-12-31 $1.6M 34k 46.08
2018-09-30 $1.7M 33k 52.57
2018-06-30 $1.8M 32k 55.43
2018-03-31 $1.6M 31k 52.41
2017-12-31 $3.8M 62k 60.68
2017-09-30 $2.0M 37k 55.16
2017-06-30 $2.1M 37k 55.41
2017-03-31 $2.0M 36k 55.65
2016-12-31 $1.9M 35k 55.11