Wells Fargo & Company shares owned by Appleton Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $514k | 9.1k | 56.44 |
| 2024-06-30 | $568k | 9.6k | 59.43 |
| 2024-03-31 | $581k | 10k | 57.98 |
| 2023-12-31 | $783k | 16k | 49.20 |
| 2023-09-30 | $692k | 17k | 40.87 |
| 2023-06-30 | $818k | 19k | 42.69 |
| 2023-03-31 | $828k | 22k | 37.37 |
| 2022-12-31 | $935k | 23k | 41.30 |
| 2022-09-30 | $944k | 24k | 40.24 |
| 2022-06-30 | $1.2M | 31k | 39.17 |
| 2022-03-31 | $1.0M | 21k | 48.45 |
| 2021-12-31 | $1.0M | 22k | 47.96 |
| 2021-09-30 | $1.0M | 22k | 46.41 |
| 2021-06-30 | $1.0M | 23k | 45.30 |
| 2021-03-31 | $865k | 22k | 39.06 |
| 2020-12-31 | $700k | 23k | 30.19 |
| 2020-09-30 | $543k | 23k | 23.52 |
| 2020-06-30 | $670k | 26k | 25.59 |
| 2020-03-31 | $881k | 31k | 28.69 |
| 2019-12-31 | $1.7M | 32k | 53.80 |
| 2019-09-30 | $1.6M | 33k | 50.45 |
| 2019-06-30 | $1.6M | 34k | 47.32 |
| 2019-03-31 | $1.7M | 36k | 48.33 |
| 2018-12-31 | $2.2M | 48k | 46.09 |
| 2018-09-30 | $2.8M | 53k | 52.55 |
| 2018-06-30 | $3.1M | 55k | 55.44 |
| 2018-03-31 | $3.0M | 57k | 52.40 |
| 2017-12-31 | $3.7M | 62k | 60.66 |
| 2017-09-30 | $3.6M | 66k | 55.15 |
| 2017-06-30 | $5.8M | 105k | 55.41 |
| 2017-03-31 | $6.8M | 122k | 55.66 |
| 2016-12-31 | $7.4M | 134k | 55.11 |
| 2016-09-30 | $7.0M | 158k | 44.28 |
| 2016-06-30 | $9.5M | 201k | 47.33 |
| 2016-03-31 | $10M | 213k | 48.36 |
| 2015-12-31 | $12M | 214k | 54.36 |
| 2015-09-30 | $11M | 208k | 51.35 |
| 2015-06-30 | $12M | 205k | 56.24 |
| 2015-03-31 | $11M | 207k | 54.40 |
| 2014-12-31 | $12M | 213k | 54.82 |
| 2014-09-30 | $11M | 210k | 51.87 |
| 2014-06-30 | $11M | 208k | 52.56 |
| 2014-03-31 | $11M | 212k | 49.74 |
| 2013-12-31 | $9.5M | 209k | 45.40 |
| 2013-09-30 | $8.6M | 207k | 41.32 |
| 2013-06-30 | $8.2M | 198k | 41.27 |
| 2012-09-30 | $5.6M | 161k | 34.53 |
| 2012-06-30 | $5.2M | 156k | 33.44 |
| 2012-03-31 | $5.2M | 151k | 34.14 |
| 2011-12-31 | $2.7M | 96k | 27.56 |
| 2011-09-30 | $2.5B | 104k | 24120.00 |
| 2011-06-30 | $3.0B | 106k | 28060.00 |
| 2011-03-31 | $3.2B | 101k | 31710.00 |