Wells Fargo & Company shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $48k | 600 | 80.12 |
| 2025-03-31 | $43k | 600 | 71.79 |
| 2024-12-31 | $42k | 600 | 70.24 |
| 2024-09-30 | $34k | 600 | 56.49 |
| 2024-06-30 | $36k | 600 | 59.39 |
| 2024-03-31 | $35k | 600 | 57.96 |
| 2023-12-31 | $30k | 600 | 49.22 |
| 2023-09-30 | $25k | 600 | 40.86 |
| 2023-06-30 | $25k | 606 | 40.98 |
| 2023-03-31 | $23k | 606 | 37.38 |
| 2022-12-31 | $25k | 606 | 41.29 |
| 2022-09-30 | $24k | 606 | 39.60 |
| 2022-06-30 | $24k | 606 | 39.60 |
| 2022-03-31 | $29k | 606 | 47.85 |
| 2021-12-31 | $29k | 600 | 48.33 |
| 2021-09-30 | $28k | 600 | 46.67 |
| 2021-06-30 | $82k | 1.8k | 45.56 |
| 2021-03-31 | $59k | 1.5k | 39.33 |
| 2020-12-31 | $18k | 600 | 30.00 |
| 2020-09-30 | $54k | 2.3k | 23.48 |
| 2020-06-30 | $59k | 2.3k | 25.65 |
| 2020-03-31 | $6.0k | 200 | 30.00 |
| 2019-12-31 | $31k | 571 | 54.29 |
| 2019-06-30 | $11k | 239 | 46.03 |
| 2019-03-31 | $12k | 239 | 50.21 |
| 2018-12-31 | $11k | 239 | 46.03 |
| 2018-09-30 | $110k | 2.1k | 52.66 |
| 2018-06-30 | $116k | 2.1k | 55.53 |
| 2018-03-31 | $151k | 2.9k | 52.27 |
| 2017-12-31 | $251k | 4.1k | 60.64 |
| 2017-09-30 | $228k | 4.1k | 55.09 |
| 2017-06-30 | $257k | 4.6k | 55.40 |
| 2017-03-31 | $280k | 5.0k | 55.57 |
| 2016-12-31 | $402k | 7.3k | 55.15 |
| 2016-09-30 | $160k | 3.6k | 44.31 |
| 2016-06-30 | $76k | 1.6k | 47.18 |
| 2016-03-31 | $132k | 2.7k | 48.25 |
| 2015-12-31 | $126k | 2.3k | 54.29 |
| 2015-09-30 | $120k | 2.3k | 51.52 |
| 2015-06-30 | $135k | 2.4k | 56.16 |
| 2015-03-31 | $131k | 2.4k | 54.49 |
| 2014-12-31 | $130k | 2.4k | 54.85 |
More positions owned by AllSquare Wealth Management
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