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Wells Fargo & Company shares owned by Weatherly Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Weatherly Asset Management from 13F filings

Historical chart of Weatherly Asset Management investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $763k 13k 57.96
2023-12-31 $648k 13k 49.22
2023-09-30 $538k 13k 40.86
2023-06-30 $562k 13k 42.68
2023-03-31 $492k 13k 37.38
2022-12-31 $544k 13k 41.29
2022-09-30 $530k 13k 40.24
2022-06-30 $516k 13k 39.17
2022-03-31 $638k 13k 48.44
2021-12-31 $642k 13k 48.01
2021-09-30 $621k 13k 46.44
2021-06-30 $610k 14k 45.28
2021-03-31 $581k 15k 39.08
2020-12-31 $449k 15k 30.20
2020-09-30 $453k 19k 23.51
2020-06-30 $514k 20k 25.61
2020-03-31 $671k 23k 28.68
2019-12-31 $1.6M 30k 53.81
2019-09-30 $1.2M 23k 50.43
2019-06-30 $1.1M 23k 47.32
2019-03-31 $1.2M 24k 48.31
2018-12-31 $1.2M 25k 46.08
2018-09-30 $1.3M 25k 52.55
2018-06-30 $1.4M 25k 55.43
2018-03-31 $1.1M 20k 52.39
2017-12-31 $1.2M 20k 60.66
2017-09-30 $1.1M 20k 55.17
2017-06-30 $1.2M 22k 55.41
2017-03-31 $1.2M 22k 55.66
2016-12-31 $6.5M 119k 55.11
2016-09-30 $5.6M 127k 44.28
2016-06-30 $6.1M 129k 47.33
2016-03-31 $6.1M 126k 48.36
2015-12-31 $6.6M 122k 54.35
2015-09-30 $5.0M 97k 51.34
2015-06-30 $5.4M 96k 56.24
2015-03-31 $5.2M 95k 54.39
2014-12-31 $5.0M 91k 54.82
2014-09-30 $4.3M 83k 51.87
2014-06-30 $3.8M 73k 52.56
2014-03-31 $3.3M 67k 49.74
2013-12-31 $3.1M 69k 45.40
2013-09-30 $2.6M 64k 41.32
2013-06-30 $2.7M 65k 41.26