Wells Fargo & Company shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 25k | 57.96 |
| 2023-12-31 | $1.3M | 26k | 49.22 |
| 2023-09-30 | $1.1M | 26k | 40.86 |
| 2023-06-30 | $1.1M | 26k | 42.68 |
| 2023-03-31 | $953k | 26k | 37.38 |
| 2022-12-31 | $1.1M | 26k | 41.29 |
| 2022-09-30 | $1.0M | 26k | 40.21 |
| 2022-06-30 | $1.0M | 26k | 39.16 |
| 2022-03-31 | $1.2M | 26k | 45.98 |
| 2021-12-31 | $1.2M | 26k | 47.97 |
| 2021-09-30 | $1.1M | 24k | 46.38 |
| 2021-06-30 | $1.0M | 23k | 45.26 |
| 2021-03-31 | $1.0M | 26k | 39.06 |
| 2020-12-31 | $673k | 22k | 30.14 |
| 2020-09-30 | $489k | 21k | 23.48 |
| 2020-06-30 | $616k | 24k | 25.56 |
| 2020-03-31 | $773k | 27k | 28.68 |
| 2019-12-31 | $1.9M | 35k | 53.78 |
| 2019-09-30 | $1.6M | 31k | 50.43 |
| 2019-06-30 | $1.8M | 38k | 47.29 |
| 2019-03-31 | $1.9M | 40k | 48.31 |
| 2018-12-31 | $2.0M | 43k | 46.07 |
| 2018-09-30 | $2.3M | 44k | 52.56 |
| 2018-06-30 | $2.3M | 42k | 55.44 |
| 2018-03-31 | $2.2M | 42k | 52.40 |
| 2017-12-31 | $2.6M | 43k | 60.67 |
| 2017-09-30 | $2.2M | 39k | 55.14 |
| 2017-06-30 | $2.2M | 40k | 55.40 |
| 2017-03-31 | $2.1M | 39k | 54.83 |
| 2016-12-31 | $2.2M | 40k | 55.89 |
| 2016-09-30 | $1.8M | 40k | 44.73 |
| 2016-06-30 | $2.1M | 45k | 47.33 |
| 2016-03-31 | $2.3M | 47k | 48.35 |
| 2015-12-31 | $2.0M | 36k | 54.35 |
More positions owned by TRUE Private Wealth Advisors
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