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Wells Fargo & Company shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $173k 3.0k 57.96
2023-12-31 $82k 1.7k 49.22
2023-09-30 $70k 1.7k 40.86
2023-06-30 $73k 1.7k 42.68
2023-03-31 $64k 1.7k 37.38
2022-12-31 $71k 1.7k 41.29
2022-09-30 $69k 1.7k 40.16
2022-06-30 $67k 1.7k 39.00
2022-03-31 $94k 2.0k 48.06
2021-12-31 $84k 1.8k 47.84
2021-09-30 $81k 1.8k 46.13
2021-06-30 $79k 1.8k 44.99
2021-03-31 $64k 1.7k 38.60
2020-12-31 $55k 1.7k 33.17