Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 35 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in WELLS FARGO & CO (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 30,922 | +31 | +0.1% | 1.00% | $2.6M | $82.97 |
| 2025 Q2 | UNCHANGED | 30,891 | — | 0% | 1.07% | $2.5M | $78.85 |
| 2025 Q1 | ADDED | 30,891 | +504 | +1.7% | 1.02% | $2.2M | $70.26 |
| 2024 Q4 | ADDED | 30,387 | +31 | +0.1% | 0.94% | $2.1M | $68.41 |
| 2024 Q3 | REDUCED | 30,356 | -1,500 | -4.7% | 0.78% | $1.7M | $54.70 |
| 2024 Q2 | UNCHANGED | 31,856 | — | 0% | 0.92% | $1.9M | $57.08 |
| 2024 Q1 | UNCHANGED | 31,856 | — | 0% | 0.98% | $1.8M | $55.38 |
| 2023 Q4 | UNCHANGED | 31,856 | — | 0% | 0.90% | $1.6M | $46.70 |
| 2023 Q3 | UNCHANGED | 31,856 | — | 0% | 0.80% | $1.3M | $38.43 |
| 2023 Q2 | UNCHANGED | 31,856 | — | 0% | 0.77% | $1.4M | $39.83 |
As of 2025 Q4 — sorted by position size