Wells Fargo & Company shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 50k | 57.96 |
| 2023-12-31 | $2.7M | 56k | 49.22 |
| 2023-09-30 | $2.7M | 66k | 40.86 |
| 2023-06-30 | $2.6M | 61k | 42.68 |
| 2023-03-31 | $2.1M | 57k | 37.38 |
| 2022-12-31 | $2.5M | 60k | 41.29 |
| 2022-09-30 | $2.1M | 53k | 40.22 |
| 2022-06-30 | $2.1M | 54k | 39.16 |
| 2022-03-31 | $2.7M | 55k | 48.46 |
| 2021-12-31 | $2.6M | 55k | 47.98 |
| 2021-09-30 | $2.6M | 55k | 46.40 |
| 2021-06-30 | $2.2M | 49k | 45.28 |
| 2021-03-31 | $2.0M | 51k | 39.07 |
| 2020-12-31 | $1.6M | 52k | 30.18 |
| 2020-09-30 | $1.2M | 53k | 23.51 |
| 2020-06-30 | $1.8M | 70k | 25.60 |
| 2020-03-31 | $2.3M | 70k | 33.09 |
| 2019-12-31 | $4.0M | 75k | 53.81 |
| 2019-09-30 | $4.1M | 82k | 50.44 |
| 2019-06-30 | $3.6M | 77k | 47.33 |
| 2019-03-31 | $3.4M | 71k | 48.32 |
| 2018-12-31 | $3.4M | 73k | 46.08 |
| 2018-09-30 | $4.8M | 89k | 53.20 |
| 2018-06-30 | $5.4M | 94k | 57.64 |
| 2018-03-31 | $4.5M | 86k | 52.41 |
| 2017-12-31 | $5.3M | 87k | 60.67 |
| 2017-09-30 | $3.9M | 71k | 55.15 |