Wells Fargo & Company shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Walled Lake Planning & Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $514k | 8.9k | 57.96 |
2023-09-30 | $363k | 8.9k | 40.86 |
2023-06-30 | $379k | 8.9k | 42.68 |
2023-03-31 | $511k | 14k | 37.38 |
2022-09-30 | $559k | 14k | 40.20 |
2022-06-30 | $545k | 14k | 39.19 |
2022-03-31 | $674k | 14k | 48.46 |
2021-12-31 | $656k | 14k | 48.01 |
2021-09-30 | $634k | 14k | 46.40 |
2021-06-30 | $619k | 14k | 45.30 |
2021-03-31 | $534k | 14k | 39.08 |
2020-12-31 | $412k | 14k | 30.15 |
2020-09-30 | $321k | 14k | 23.49 |
2020-06-30 | $350k | 14k | 25.61 |
2020-03-31 | $392k | 14k | 28.69 |
2019-12-31 | $735k | 14k | 53.79 |
More positions owned by Walled Lake Planning & Wealth Management
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