Wells Fargo & Company shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15k | 308 | 49.22 |
| 2023-09-30 | $13k | 308 | 40.86 |
| 2023-06-30 | $13k | 308 | 42.68 |
| 2023-03-31 | $12k | 308 | 37.38 |
| 2022-12-31 | $13k | 308 | 41.29 |
| 2022-09-30 | $0 | 8 | 0.00 |
| 2022-06-30 | $0 | 8 | 0.00 |
| 2022-03-31 | $0 | 8 | 0.00 |
| 2021-12-31 | $0 | 8 | 0.00 |
| 2021-09-30 | $237k | 5.1k | 46.40 |
| 2020-12-31 | $23k | 750 | 30.67 |
| 2020-09-30 | $12k | 524 | 22.90 |
| 2020-06-30 | $2.0k | 72 | 27.78 |
| 2020-03-31 | $2.0k | 72 | 27.78 |
| 2019-09-30 | $47k | 923 | 50.92 |
| 2017-09-30 | $468k | 8.5k | 55.10 |
| 2017-06-30 | $416k | 7.5k | 55.47 |
| 2017-03-31 | $417k | 7.5k | 55.60 |
| 2016-12-31 | $413k | 7.5k | 55.07 |
| 2016-09-30 | $801k | 18k | 44.29 |
| 2016-06-30 | $364k | 7.7k | 47.36 |
| 2016-03-31 | $778k | 16k | 48.37 |
| 2015-12-31 | $440k | 8.1k | 54.42 |
| 2015-09-30 | $415k | 8.1k | 51.33 |
| 2015-06-30 | $455k | 8.1k | 56.28 |
| 2015-03-31 | $418k | 7.7k | 54.39 |
| 2014-12-31 | $421k | 7.7k | 54.78 |
| 2014-09-30 | $399k | 7.7k | 51.92 |
| 2014-06-30 | $404k | 7.7k | 52.57 |
| 2011-06-30 | $970k | 35k | 28.05 |
More positions owned by Bourgeon Capital Management
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