Wells Fargo & Company shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Wetherby 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 54k | 49.22 |
| 2023-09-30 | $2.3M | 57k | 40.86 |
| 2023-06-30 | $2.5M | 58k | 42.68 |
| 2023-03-31 | $2.1M | 56k | 37.38 |
| 2022-12-31 | $2.4M | 59k | 41.29 |
| 2022-09-30 | $2.3M | 58k | 40.21 |
| 2022-06-30 | $2.0M | 52k | 39.11 |
| 2022-03-31 | $2.8M | 58k | 48.45 |
| 2021-12-31 | $2.6M | 53k | 48.04 |
| 2021-09-30 | $2.2M | 48k | 46.43 |
| 2021-06-30 | $2.3M | 51k | 45.30 |
| 2021-03-31 | $1.7M | 44k | 39.06 |
| 2020-12-31 | $1.4M | 45k | 30.17 |
| 2020-09-30 | $1.2M | 49k | 23.52 |
| 2020-06-30 | $1.2M | 47k | 25.62 |
| 2020-03-31 | $1.6M | 55k | 28.68 |
| 2019-12-31 | $4.2M | 79k | 53.85 |
| 2019-09-30 | $3.8M | 75k | 50.47 |
| 2019-06-30 | $3.5M | 73k | 47.32 |
| 2019-03-31 | $3.7M | 76k | 48.33 |
| 2018-12-31 | $3.4M | 75k | 46.08 |
| 2018-09-30 | $4.1M | 79k | 52.56 |
| 2018-06-30 | $4.3M | 77k | 55.49 |
| 2018-03-31 | $4.0M | 76k | 52.41 |
| 2017-12-31 | $4.5M | 74k | 60.69 |
| 2017-09-30 | $4.0M | 73k | 55.11 |
| 2017-06-30 | $4.1M | 74k | 55.41 |
| 2017-03-31 | $4.2M | 75k | 55.68 |
| 2016-12-31 | $4.1M | 74k | 55.08 |
| 2016-09-30 | $3.1M | 70k | 44.28 |
| 2016-06-30 | $3.4M | 72k | 47.47 |
| 2016-03-31 | $3.5M | 72k | 48.09 |
| 2015-12-31 | $4.0M | 74k | 54.25 |
| 2015-09-30 | $3.7M | 72k | 51.17 |
| 2015-06-30 | $3.9M | 70k | 56.14 |
| 2015-03-31 | $3.7M | 69k | 54.32 |
| 2014-12-31 | $3.7M | 67k | 54.97 |
| 2014-09-30 | $3.4M | 65k | 51.92 |
| 2014-06-30 | $3.4M | 64k | 52.57 |
| 2014-03-31 | $3.3M | 66k | 49.50 |
| 2013-12-31 | $3.0M | 67k | 45.20 |
| 2013-09-30 | $2.8M | 68k | 41.32 |
| 2013-06-30 | $2.7M | 67k | 41.27 |
| 2013-03-31 | $2.4M | 64k | 37.10 |
| 2012-12-31 | $2.2M | 63k | 34.23 |
| 2012-09-30 | $2.0M | 59k | 35.00 |
| 2012-06-30 | $2.0M | 56k | 35.00 |
| 2012-03-31 | $1.8M | 52k | 35.00 |
| 2011-12-31 | $1.8M | 59k | 30.00 |
| 2011-09-30 | $1.6M | 63k | 25.00 |
| 2011-06-30 | $1.7M | 60k | 28.07 |
| 2011-03-31 | $1.9M | 60k | 32.26 |