Wells Fargo & Company shares owned by Private Ocean
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33k | 570 | 57.93 |
| 2023-12-31 | $34k | 680 | 49.20 |
| 2023-09-30 | $23k | 570 | 40.84 |
| 2023-06-30 | $24k | 570 | 42.66 |
| 2023-03-31 | $31k | 841 | 37.37 |
| 2022-12-31 | $30k | 720 | 41.28 |
| 2022-09-30 | $41k | 1.0k | 39.92 |
| 2022-06-30 | $28k | 720 | 38.89 |
| 2022-03-31 | $35k | 732 | 47.81 |
| 2021-12-31 | $35k | 719 | 48.68 |
| 2021-09-30 | $52k | 1.1k | 46.72 |
| 2021-06-30 | $155k | 3.4k | 45.15 |
| 2021-03-31 | $153k | 3.9k | 38.96 |
| 2020-12-31 | $147k | 4.9k | 30.09 |
| 2020-09-30 | $111k | 4.7k | 23.44 |
| 2020-06-30 | $111k | 4.3k | 25.56 |
| 2020-03-31 | $150k | 5.3k | 28.52 |
| 2019-12-31 | $277k | 5.1k | 53.86 |
| 2019-09-30 | $256k | 5.1k | 50.45 |
| 2019-06-30 | $240k | 5.1k | 47.31 |
| 2019-03-31 | $245k | 5.1k | 48.29 |
| 2018-12-31 | $234k | 5.1k | 46.13 |
| 2018-09-30 | $257k | 4.9k | 52.51 |
| 2018-06-30 | $299k | 5.4k | 55.43 |
| 2018-03-31 | $287k | 5.5k | 52.24 |
| 2017-12-31 | $84k | 1.4k | 60.39 |
| 2017-09-30 | $68k | 1.2k | 55.02 |
| 2017-06-30 | $69k | 1.2k | 55.83 |
| 2017-03-31 | $69k | 1.2k | 55.83 |
| 2016-12-31 | $136k | 2.5k | 55.02 |
| 2016-09-30 | $55k | 1.2k | 44.50 |
| 2016-06-30 | $59k | 1.2k | 47.73 |
| 2016-03-31 | $60k | 1.2k | 48.54 |
| 2015-12-31 | $67k | 1.2k | 54.21 |
| 2015-09-30 | $63k | 1.2k | 50.97 |
| 2015-06-30 | $70k | 1.2k | 56.63 |
| 2015-03-31 | $67k | 1.2k | 54.21 |
| 2014-12-31 | $68k | 1.2k | 55.02 |
| 2014-09-30 | $64k | 1.2k | 51.78 |
| 2014-06-30 | $68k | 1.3k | 52.84 |
| 2014-03-31 | $226k | 4.5k | 49.74 |
| 2013-12-31 | $58k | 1.3k | 45.07 |