Wells Fargo & Company shares owned by Asset Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 3.2k | 83.83 |
| 2025-06-30 | $239k | 3.0k | 80.13 |
| 2025-03-31 | $213k | 3.0k | 71.79 |
| 2024-12-31 | $208k | 3.0k | 70.25 |