Karpas Strategies »

Wells Fargo & Company shares owned by Karpas Strategies

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Karpas Strategies from 13F filings

Historical chart of Karpas Strategies investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Karpas Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Karpas Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 66k 49.22
2023-09-30 $2.7M 66k 40.86
2023-06-30 $3.0M 71k 42.68
2023-03-31 $2.6M 70k 37.38
2022-12-31 $2.9M 70k 41.29
2022-09-30 $2.8M 70k 40.22
2022-06-30 $2.7M 70k 39.17
2022-03-31 $3.4M 70k 48.47
2021-12-31 $3.3M 69k 47.99
2021-09-30 $3.6M 69k 51.30
2021-06-30 $3.1M 69k 45.30
2021-03-31 $2.7M 69k 39.07
2020-12-31 $2.4M 80k 30.18
2020-09-30 $1.9M 80k 23.51
2020-06-30 $2.0M 80k 25.60
2020-03-31 $2.3M 80k 28.70
2019-12-31 $4.9M 91k 53.80
2019-09-30 $4.6M 91k 50.44
2019-06-30 $4.3M 90k 47.32
2019-03-31 $4.4M 90k 48.32
2018-12-31 $4.2M 90k 46.08
2018-09-30 $5.0M 90k 55.44
2018-06-30 $5.0M 90k 55.44
2018-03-31 $4.7M 90k 52.40
2017-12-31 $5.5M 90k 60.67
2017-09-30 $5.0M 91k 55.15
2017-06-30 $5.0M 91k 55.41
2017-03-31 $5.0M 91k 55.66
2016-12-31 $5.0M 91k 55.11
2016-09-30 $4.0M 91k 44.28
2016-06-30 $4.3M 91k 47.33
2016-03-31 $4.4M 91k 48.35
2015-12-31 $4.9M 91k 54.36
2015-09-30 $4.6M 91k 51.35
2015-06-30 $5.1M 91k 56.24
2015-03-31 $5.0M 93k 54.40
2014-12-31 $5.1M 92k 54.82
2014-09-30 $4.8M 92k 51.87
2014-06-30 $4.9M 92k 52.56
2014-03-31 $4.6M 92k 49.74
2013-12-31 $4.2M 92k 45.40
2013-09-30 $3.8M 92k 41.32
2013-06-30 $3.8M 92k 41.27
2013-03-31 $3.4M 92k 36.99
2012-12-31 $3.1M 92k 34.18
2012-09-30 $3.2M 92k 34.53
2012-03-31 $3.2M 94k 34.14
2011-12-31 $2.6M 94k 27.56
2011-09-30 $2.3M 94k 24.12
2011-06-30 $2.6M 94k 28.06
2011-03-31 $3.0M 94k 31.71
2010-12-31 $2.9M 94k 30.99