Wells Fargo & Company shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 45k | 57.96 |
| 2023-12-31 | $1.6M | 32k | 49.22 |
| 2023-09-30 | $1.1M | 28k | 40.86 |
| 2023-06-30 | $1.2M | 28k | 42.68 |
| 2023-03-31 | $1.3M | 35k | 37.38 |
| 2022-12-31 | $1.1M | 28k | 41.29 |
| 2022-09-30 | $1.0M | 26k | 40.22 |
| 2022-06-30 | $1000k | 26k | 39.18 |
| 2022-03-31 | $1.1M | 23k | 47.16 |
| 2021-12-31 | $1.1M | 24k | 47.99 |
| 2021-09-30 | $1.1M | 24k | 46.43 |
| 2021-06-30 | $564k | 13k | 45.30 |
| 2021-03-31 | $416k | 11k | 39.02 |
| 2020-12-31 | $427k | 14k | 30.15 |
| 2020-09-30 | $332k | 14k | 23.52 |
| 2020-06-30 | $438k | 17k | 25.61 |
| 2020-03-31 | $625k | 22k | 28.71 |
| 2019-12-31 | $2.7M | 51k | 53.81 |
| 2019-09-30 | $2.6M | 51k | 50.44 |
| 2019-06-30 | $2.5M | 53k | 47.32 |
| 2019-03-31 | $3.2M | 67k | 48.32 |
| 2018-12-31 | $1.8M | 38k | 47.88 |
| 2018-09-30 | $1.3M | 25k | 52.58 |
| 2018-06-30 | $1.4M | 25k | 55.43 |
| 2018-03-31 | $1.3M | 24k | 52.40 |
| 2017-12-31 | $1.5M | 24k | 60.67 |
| 2017-09-30 | $1.4M | 25k | 55.16 |
| 2017-06-30 | $1.5M | 28k | 55.40 |
| 2017-03-31 | $1.4M | 26k | 55.65 |
| 2016-12-31 | $1.5M | 27k | 55.12 |
| 2016-09-30 | $1.2M | 27k | 44.28 |
| 2016-06-30 | $1.3M | 27k | 47.34 |
| 2016-03-31 | $1.4M | 30k | 48.36 |
| 2015-12-31 | $1.7M | 32k | 54.37 |
| 2015-09-30 | $1.7M | 33k | 51.35 |
| 2015-06-30 | $1.9M | 33k | 56.24 |
| 2015-03-31 | $1.7M | 31k | 54.41 |
| 2014-12-31 | $1.4M | 26k | 54.82 |
| 2014-09-30 | $788k | 15k | 51.88 |
| 2014-06-30 | $778k | 15k | 52.57 |
| 2014-03-31 | $26k | 12k | 2.18 |
| 2013-12-31 | $672k | 15k | 45.41 |
| 2013-09-30 | $559k | 14k | 41.34 |
| 2013-06-30 | $501k | 12k | 41.30 |
| 2013-03-31 | $426k | 12k | 36.97 |
| 2012-12-31 | $356k | 10k | 34.16 |