Wells Fargo & Company shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $688k | 12k | 57.97 |
| 2023-09-30 | $606k | 15k | 40.89 |
| 2023-06-30 | $632k | 15k | 42.68 |
| 2023-03-31 | $552k | 15k | 37.38 |
| 2022-09-30 | $507k | 13k | 40.16 |
| 2022-06-30 | $491k | 13k | 39.13 |
| 2022-03-31 | $597k | 12k | 48.46 |
| 2021-12-31 | $589k | 12k | 47.94 |
| 2021-09-30 | $427k | 12k | 34.48 |
| 2021-06-30 | $559k | 12k | 45.25 |
| 2021-03-31 | $291k | 9.7k | 29.89 |
| 2020-12-31 | $291k | 9.7k | 29.89 |
| 2020-09-30 | $267k | 11k | 23.52 |
| 2019-06-30 | $526k | 11k | 47.34 |
| 2019-03-31 | $356k | 7.4k | 48.21 |
| 2018-12-31 | $349k | 7.6k | 45.98 |