Wells Fargo & Company shares owned by Financial Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Financial Advisory
from 13F filings
Historical chart of Financial Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 3.9k | 57.96 |
| 2022-09-30 | $215k | 5.3k | 40.22 |
| 2022-06-30 | $209k | 5.3k | 39.10 |
| 2022-03-31 | $314k | 6.5k | 48.49 |
| 2021-12-31 | $223k | 4.6k | 48.05 |
| 2021-09-30 | $220k | 4.7k | 46.39 |
| 2021-06-30 | $215k | 4.7k | 45.34 |
| 2019-12-31 | $306k | 5.7k | 53.83 |
| 2019-09-30 | $276k | 5.5k | 50.44 |
| 2019-06-30 | $245k | 5.4k | 45.19 |
| 2019-03-31 | $257k | 5.3k | 48.29 |
| 2018-12-31 | $245k | 5.3k | 46.04 |
| 2018-09-30 | $280k | 5.3k | 52.59 |
| 2018-06-30 | $295k | 5.3k | 55.41 |
| 2018-03-31 | $279k | 5.3k | 52.40 |
| 2017-12-31 | $339k | 5.6k | 60.68 |
| 2017-09-30 | $305k | 5.5k | 55.08 |
| 2017-06-30 | $279k | 5.0k | 55.48 |
| 2017-03-31 | $278k | 5.0k | 55.67 |
| 2016-12-31 | $314k | 5.7k | 55.19 |
| 2016-09-30 | $261k | 5.9k | 44.30 |
| 2016-06-30 | $261k | 5.5k | 47.38 |
| 2016-03-31 | $206k | 4.3k | 48.31 |
| 2015-12-31 | $231k | 4.2k | 54.46 |
| 2015-09-30 | $218k | 4.2k | 51.39 |
| 2015-06-30 | $218k | 3.9k | 56.36 |
| 2015-03-31 | $210k | 3.9k | 54.29 |
| 2014-12-31 | $212k | 3.9k | 54.81 |
| 2014-09-30 | $201k | 3.9k | 51.96 |
| 2014-06-30 | $202k | 3.8k | 52.49 |