AllSquare Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
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

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Millennium Management

View all funds holding Wells Fargo & Company