Wells Fargo & Company shares owned by Affinity Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Affinity Investment Advisors
from 13F filings
Historical chart of Affinity Investment Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Affinity Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Affinity Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 20k | 56.49 |
2024-06-30 | $1.2M | 20k | 59.39 |
2024-03-31 | $1.2M | 21k | 57.96 |
2023-12-31 | $1.1M | 22k | 49.22 |
2023-09-30 | $964k | 24k | 40.86 |
2023-06-30 | $1.0M | 24k | 42.68 |
2023-03-31 | $1.1M | 30k | 37.38 |
2022-12-31 | $2.8M | 67k | 41.29 |
2022-09-30 | $3.0M | 74k | 40.23 |
2022-06-30 | $2.9M | 75k | 39.17 |
2022-03-31 | $3.3M | 69k | 48.45 |
2021-12-31 | $3.3M | 70k | 47.98 |
2021-09-30 | $3.3M | 71k | 46.41 |
2021-06-30 | $3.2M | 71k | 45.29 |
2017-03-31 | $200k | 3.6k | 55.56 |
2016-12-31 | $334k | 6.1k | 55.12 |
2016-09-30 | $28M | 630k | 44.28 |
2016-06-30 | $34M | 717k | 47.33 |
2016-03-31 | $32M | 656k | 48.36 |
2015-12-31 | $36M | 666k | 54.36 |
2015-09-30 | $34M | 659k | 51.35 |
2015-06-30 | $38M | 675k | 56.24 |
2015-03-31 | $40M | 738k | 54.40 |
2014-12-31 | $33M | 606k | 54.82 |
2014-09-30 | $29M | 565k | 51.87 |
2014-06-30 | $33M | 623k | 52.56 |
2014-03-31 | $31M | 621k | 49.74 |
2013-12-31 | $28M | 616k | 45.40 |
2013-09-30 | $27M | 641k | 41.32 |
2013-06-30 | $39M | 933k | 41.27 |
2013-03-31 | $30M | 800k | 36.99 |
2012-12-31 | $28M | 815k | 34.18 |
2012-09-30 | $30M | 865k | 34.53 |
2012-06-30 | $28M | 827k | 34.14 |
2012-03-31 | $28M | 827k | 34.14 |
2011-12-31 | $20M | 736k | 27.56 |
2011-09-30 | $17M | 707k | 24.12 |
2011-06-30 | $19M | 665k | 28.06 |
2011-03-31 | $19M | 613k | 31.71 |
2010-12-31 | $18M | 594k | 30.99 |
More positions owned by Affinity Investment Advisors
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