Wells Fargo & Company shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Prestige Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $93k | 1.6k | 57.96 |
2023-12-31 | $622k | 13k | 49.22 |
2023-09-30 | $465k | 11k | 40.86 |
2023-06-30 | $75k | 1.8k | 42.68 |
2023-03-31 | $94k | 2.5k | 37.38 |
2022-12-31 | $110k | 2.7k | 41.29 |
2022-09-30 | $104k | 2.5k | 41.18 |
2022-06-30 | $99k | 2.5k | 39.29 |
2022-03-31 | $156k | 3.2k | 48.48 |
2021-12-31 | $152k | 3.2k | 47.32 |
2021-09-30 | $139k | 2.9k | 47.32 |
2021-06-30 | $284k | 6.4k | 44.16 |
2021-03-31 | $157k | 4.1k | 37.85 |
2020-12-31 | $85k | 2.7k | 31.55 |
2020-09-30 | $60k | 2.6k | 23.40 |
2020-06-30 | $114k | 4.5k | 25.51 |
2020-03-31 | $83k | 2.9k | 28.54 |
2019-12-31 | $131k | 2.4k | 53.71 |
2019-09-30 | $123k | 2.4k | 50.43 |
2019-06-30 | $66k | 1.4k | 47.52 |
2019-03-31 | $67k | 1.4k | 48.24 |
2018-12-31 | $119k | 2.6k | 45.93 |
More positions owned by Prestige Wealth Management Group
View all positions for Prestige Wealth Management Group