Financial Advisory Group
- SEC CIK
- 0001539338
- Latest filing
- May 10, 2024
WFC holding history
Wells Fargo & Company in every 13F filed by Financial Advisory Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WFC overviewAll 13F holders of WFCFull Q1 2024 holdings
- Shares (Q1 2024)
- 3,883
- Value
- $225.1K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 3,883 | $225.1K | <0.1% | +3,883 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −5,346−100.0% | Sold out | Holders |
| Q3 2022 | 5,346 | $215.0K | <0.1% | +10.0% | Added | Holders |
| Q2 2022 | 5,345 | $209.0K | <0.1% | −1,130−17.5% | Reduced | Holders |
| Q1 2022 | 6,475 | $314.0K | 0.1% | +1,834+39.5% | Added | Holders |
| Q4 2021 | 4,641 | $223.0K | <0.1% | −101−2.1% | Reduced | Holders |
| Q3 2021 | 4,742 | $220.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 4,742 | $215.0K | 0.1% | +4,742 | New | Holders |