Wells Fargo & Company shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 37k | 57.96 |
| 2023-12-31 | $1.1M | 23k | 49.22 |
| 2023-09-30 | $1.5M | 37k | 40.86 |
| 2023-06-30 | $2.1M | 49k | 42.68 |
| 2023-03-31 | $732k | 20k | 37.38 |
| 2022-12-31 | $814k | 20k | 41.29 |
| 2022-09-30 | $710k | 16k | 45.20 |
| 2022-06-30 | $616k | 16k | 39.08 |
| 2022-03-31 | $894k | 19k | 48.46 |
| 2021-12-31 | $795k | 17k | 47.98 |
| 2021-09-30 | $769k | 17k | 46.41 |
| 2021-06-30 | $742k | 16k | 45.27 |
| 2021-03-31 | $714k | 18k | 39.08 |
| 2019-12-31 | $2.4M | 45k | 53.79 |
More positions owned by Vista Wealth Management Group
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