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Wells Fargo & Company shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9k 100 49.22
2023-09-30 $4.1k 100 40.86
2023-06-30 $21k 500 42.68
2023-03-31 $19k 500 37.38