Wells Fargo & Company shares owned by United Asset Strategies
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 41k | 57.96 |
| 2023-12-31 | $2.1M | 42k | 49.22 |
| 2023-09-30 | $1.8M | 44k | 40.86 |
| 2023-06-30 | $2.0M | 48k | 42.68 |
| 2023-03-31 | $1.8M | 48k | 37.38 |
| 2022-12-31 | $1.8M | 43k | 41.29 |
| 2022-09-30 | $1.7M | 43k | 40.23 |
| 2022-06-30 | $1.7M | 43k | 39.17 |
| 2022-03-31 | $2.0M | 41k | 48.47 |
| 2021-12-31 | $2.0M | 41k | 47.98 |
| 2021-09-30 | $2.0M | 42k | 46.42 |
| 2021-06-30 | $3.4M | 76k | 45.29 |
| 2020-03-31 | $200k | 7.0k | 28.69 |
| 2018-09-30 | $201k | 3.8k | 52.62 |
| 2018-06-30 | $212k | 3.8k | 55.51 |
| 2017-12-31 | $6.4M | 105k | 60.67 |
| 2017-09-30 | $5.9M | 106k | 55.15 |
| 2017-06-30 | $5.8M | 106k | 55.41 |
| 2017-03-31 | $5.6M | 101k | 55.66 |
| 2016-12-31 | $5.6M | 101k | 55.11 |
| 2016-09-30 | $4.7M | 106k | 44.28 |
| 2016-06-30 | $6.5M | 137k | 47.33 |
| 2016-03-31 | $6.1M | 127k | 48.36 |
| 2015-12-31 | $3.7M | 69k | 54.35 |
| 2015-09-30 | $3.5M | 67k | 51.35 |
| 2015-06-30 | $3.6M | 63k | 56.25 |
| 2015-03-31 | $3.5M | 63k | 55.10 |
| 2014-12-31 | $3.2M | 59k | 54.83 |
| 2014-09-30 | $3.0M | 58k | 51.86 |
| 2014-06-30 | $2.1M | 39k | 52.56 |
| 2014-03-31 | $1.9M | 39k | 49.75 |
| 2013-12-31 | $1.6M | 34k | 45.40 |
| 2013-09-30 | $1.4M | 34k | 41.32 |
| 2013-06-30 | $1.3M | 33k | 41.27 |
| 2013-03-31 | $1.1M | 29k | 36.98 |
| 2012-12-31 | $987k | 29k | 34.20 |
More positions owned by United Asset Strategies
Cigna Corp (CI)
View all positions for United Asset Strategies