Wells Fargo & Company shares owned by Wharton Business Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Wharton Business Group 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 Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $871k | 18k | 49.21 |
| 2023-09-30 | $735k | 18k | 40.83 |
| 2023-06-30 | $768k | 18k | 42.67 |
| 2023-03-31 | $665k | 18k | 37.36 |
| 2022-12-31 | $735k | 18k | 41.29 |
| 2022-09-30 | $711k | 18k | 40.18 |
| 2022-06-30 | $685k | 18k | 39.19 |
| 2022-03-31 | $317k | 6.5k | 48.51 |
| 2017-06-30 | $3.8M | 68k | 55.40 |
| 2017-03-31 | $3.8M | 68k | 55.65 |
| 2016-12-31 | $3.7M | 68k | 55.10 |
| 2016-09-30 | $3.6M | 82k | 44.28 |
| 2016-06-30 | $3.9M | 82k | 47.33 |
| 2016-03-31 | $4.0M | 84k | 48.35 |
| 2015-12-31 | $4.5M | 84k | 54.36 |
| 2015-09-30 | $4.3M | 84k | 51.35 |
| 2015-06-30 | $4.7M | 84k | 56.24 |
| 2015-03-31 | $4.5M | 84k | 54.40 |
| 2014-12-31 | $5.1M | 92k | 54.82 |
| 2014-09-30 | $4.8M | 92k | 51.87 |
| 2014-06-30 | $4.8M | 92k | 52.56 |
| 2014-03-31 | $1.4M | 28k | 49.73 |
| 2013-12-31 | $1.3M | 28k | 45.39 |