Wells Fargo & Company shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by BDO Wealth 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 BDO Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $382k | 8.9k | 42.68 |
2023-03-31 | $42k | 1.1k | 37.38 |
2022-12-31 | $36k | 875 | 41.29 |
2022-09-30 | $30k | 775 | 38.71 |
2022-06-30 | $30k | 775 | 38.71 |
2022-03-31 | $38k | 775 | 49.03 |
2021-12-31 | $37k | 775 | 47.74 |
2021-09-30 | $96k | 2.1k | 46.27 |
2021-06-30 | $103k | 2.3k | 45.35 |
2021-03-31 | $218k | 5.6k | 39.13 |
2020-12-31 | $21k | 700 | 30.00 |
2020-09-30 | $46k | 2.0k | 23.59 |
2020-06-30 | $78k | 3.1k | 25.57 |
2020-03-31 | $116k | 4.0k | 28.76 |
2019-12-31 | $104k | 1.9k | 53.80 |
2019-09-30 | $141k | 2.8k | 50.41 |
2019-06-30 | $132k | 2.8k | 47.35 |
2019-03-31 | $144k | 3.0k | 48.26 |
2018-12-31 | $209k | 4.5k | 46.17 |
2018-09-30 | $298k | 5.7k | 52.61 |
2018-06-30 | $300k | 5.4k | 55.40 |
2018-03-31 | $223k | 4.3k | 52.36 |
2017-12-31 | $206k | 3.4k | 60.64 |
2017-09-30 | $164k | 3.0k | 55.20 |
2017-06-30 | $151k | 2.7k | 55.23 |