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Wells Fargo & Company shares owned by Holt-Smith Advisors

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

Historical chart of Holt-Smith Advisors investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Holt-Smith Advisors

Quarter filed Position value Share count Share price at filing
2013-06-30 $1.1M 26k 41.27
2013-03-31 $944k 26k 36.99
2012-12-31 $873k 26k 34.17
2012-09-30 $429k 12k 34.49
2012-06-30 $2.0M 61k 33.44
2012-03-31 $2.1M 61k 34.14
2011-12-31 $1.7M 60k 27.56
2011-09-30 $1.4M 60k 24.12
2011-06-30 $1.7M 59k 28.06
2011-03-31 $1.6M 49k 31.71
2010-12-31 $1.5M 49k 30.99