Wells Fargo & Company shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Beach Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Beach Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $258k | 5.2k | 49.30 |
| 2023-12-31 | $258k | 5.2k | 49.30 |
| 2023-09-30 | $604k | 15k | 40.85 |
| 2023-06-30 | $434k | 10k | 42.70 |
| 2023-03-31 | $380k | 10k | 37.39 |
| 2022-12-31 | $482k | 12k | 41.32 |
| 2022-09-30 | $529k | 13k | 40.19 |
| 2022-06-30 | $519k | 13k | 39.20 |
| 2022-03-31 | $642k | 13k | 48.49 |
| 2021-12-31 | $635k | 13k | 47.96 |
| 2021-09-30 | $614k | 13k | 46.38 |
| 2021-06-30 | $600k | 13k | 45.32 |
| 2021-03-31 | $556k | 14k | 39.05 |
| 2020-12-31 | $309k | 10k | 30.18 |
| 2020-09-30 | $292k | 12k | 23.47 |
| 2020-06-30 | $318k | 12k | 25.56 |
| 2020-03-31 | $452k | 16k | 28.72 |
| 2019-12-31 | $847k | 16k | 53.82 |
| 2019-09-30 | $794k | 16k | 50.45 |
| 2019-06-30 | $753k | 16k | 47.34 |
| 2019-03-31 | $769k | 16k | 48.34 |
| 2018-12-31 | $778k | 16k | 48.91 |
| 2018-09-30 | $869k | 17k | 52.55 |
| 2018-06-30 | $917k | 17k | 55.45 |
| 2018-03-31 | $867k | 17k | 52.43 |
| 2017-12-31 | $1.0M | 17k | 60.65 |
| 2017-09-30 | $1.0M | 18k | 55.14 |
| 2017-06-30 | $1.0M | 18k | 55.41 |
| 2017-03-31 | $1.0M | 18k | 55.69 |
| 2016-12-31 | $911k | 17k | 55.09 |
| 2016-09-30 | $794k | 18k | 44.27 |
| 2016-06-30 | $849k | 18k | 47.33 |
| 2016-03-31 | $868k | 18k | 48.34 |
| 2015-12-31 | $976k | 18k | 54.36 |
| 2015-09-30 | $922k | 18k | 51.35 |
| 2015-06-30 | $1.0M | 18k | 56.25 |
| 2015-03-31 | $977k | 18k | 54.41 |
| 2014-12-31 | $984k | 18k | 54.80 |
| 2014-09-30 | $6.1M | 118k | 51.87 |
| 2014-06-30 | $15M | 289k | 52.56 |
| 2014-03-31 | $14M | 284k | 49.74 |
| 2013-12-31 | $12M | 272k | 45.40 |
| 2013-09-30 | $13M | 314k | 41.32 |
| 2013-06-30 | $18M | 445k | 41.27 |
| 2013-03-31 | $12M | 332k | 36.99 |
| 2012-12-31 | $11M | 307k | 34.18 |
| 2012-09-30 | $10M | 296k | 34.53 |
| 2012-06-30 | $9.1M | 272k | 33.44 |
| 2012-03-31 | $10M | 295k | 34.14 |
| 2011-12-31 | $3.3M | 121k | 27.56 |
| 2011-09-30 | $1.2M | 48k | 24.11 |
| 2011-06-30 | $2.7M | 96k | 28.06 |
| 2011-03-31 | $9.5M | 299k | 31.71 |