Wells Fargo & Company shares owned by Wealthquest
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $209k | 3.6k | 57.97 |
| 2022-03-31 | $224k | 4.7k | 47.88 |
| 2021-12-31 | $224k | 4.7k | 47.88 |
| 2021-09-30 | $217k | 4.7k | 46.39 |
| 2021-06-30 | $211k | 4.7k | 45.10 |
| 2019-12-31 | $389k | 7.2k | 53.76 |
| 2019-09-30 | $364k | 7.2k | 50.30 |
| 2019-06-30 | $342k | 7.2k | 47.26 |
| 2019-03-31 | $360k | 7.5k | 48.25 |
| 2018-12-31 | $354k | 7.7k | 46.06 |
| 2015-09-30 | $369k | 7.2k | 51.37 |
| 2015-06-30 | $392k | 7.0k | 56.24 |
| 2015-03-31 | $379k | 7.0k | 54.38 |
| 2014-12-31 | $404k | 7.4k | 54.82 |