Wells Fargo & Company shares owned by Beaton Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $512k | 10k | 49.23 |
| 2023-09-30 | $451k | 11k | 40.81 |
| 2023-06-30 | $489k | 11k | 42.71 |
| 2023-03-31 | $428k | 11k | 37.39 |
| 2022-12-31 | $473k | 11k | 41.32 |
| 2022-09-30 | $467k | 12k | 40.23 |
| 2022-06-30 | $438k | 11k | 39.13 |
| 2022-03-31 | $542k | 11k | 48.42 |
| 2021-12-31 | $522k | 11k | 47.96 |
| 2021-09-30 | $528k | 11k | 46.38 |
| 2021-06-30 | $516k | 11k | 45.32 |
| 2021-03-31 | $472k | 12k | 39.06 |
| 2020-12-31 | $431k | 14k | 30.17 |
| 2020-09-30 | $341k | 15k | 23.54 |
| 2020-06-30 | $322k | 13k | 25.59 |
| 2020-03-31 | $330k | 12k | 28.73 |
| 2019-12-31 | $639k | 12k | 53.82 |
| 2019-09-30 | $603k | 12k | 50.45 |
| 2019-06-30 | $572k | 12k | 47.28 |
| 2019-03-31 | $594k | 12k | 48.30 |
| 2018-12-31 | $567k | 12k | 46.11 |
| 2018-09-30 | $646k | 12k | 52.53 |
| 2018-06-30 | $687k | 12k | 55.42 |
| 2018-03-31 | $617k | 12k | 52.37 |
| 2017-12-31 | $766k | 13k | 60.65 |
| 2017-09-30 | $708k | 13k | 55.18 |
| 2017-06-30 | $711k | 13k | 55.42 |