Wells Fargo & Company shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $602k | 10k | 57.96 |
| 2023-12-31 | $511k | 10k | 49.22 |
| 2023-09-30 | $431k | 11k | 40.86 |
| 2023-06-30 | $465k | 11k | 42.68 |
| 2023-03-31 | $383k | 10k | 37.38 |
| 2022-12-31 | $381k | 9.2k | 41.29 |
| 2022-09-30 | $342k | 8.5k | 40.17 |
| 2022-06-30 | $464k | 12k | 39.20 |
| 2022-03-31 | $565k | 12k | 48.43 |
| 2021-12-31 | $416k | 8.7k | 48.03 |
| 2021-09-30 | $406k | 8.8k | 46.36 |
| 2021-06-30 | $406k | 9.0k | 45.27 |
| 2021-03-31 | $1.0M | 26k | 39.05 |
| 2020-12-31 | $790k | 26k | 30.19 |
| 2020-09-30 | $839k | 36k | 23.51 |
| 2020-06-30 | $264k | 10k | 25.60 |
| 2020-03-31 | $245k | 8.6k | 28.65 |
| 2019-12-31 | $392k | 392 | 1000.00 |
| 2019-09-30 | $350k | 6.9k | 50.43 |
| 2019-06-30 | $449k | 9.5k | 47.31 |
| 2019-03-31 | $608k | 13k | 48.35 |
| 2018-09-30 | $632k | 12k | 52.57 |
| 2018-06-30 | $661k | 12k | 55.36 |
| 2018-03-31 | $610k | 12k | 51.52 |
| 2017-12-31 | $680k | 11k | 60.74 |
| 2017-09-30 | $611k | 11k | 54.96 |
| 2017-06-30 | $548k | 9.9k | 55.40 |
More positions owned by Institute For Wealth Management
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