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Wells Fargo & Company shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 7.6k 83.82
2025-06-30 $605k 7.6k 80.12
2025-03-31 $542k 7.6k 71.79
2021-06-30 $317k 7.0k 45.29
2021-03-31 $352k 9.0k 39.11
2020-12-31 $211k 7.0k 30.14
2020-03-31 $214k 7.5k 28.72
2019-12-31 $433k 8.1k 53.79
2019-09-30 $406k 8.1k 50.43
2019-06-30 $384k 8.1k 47.70
2019-03-31 $389k 8.1k 48.32
2018-12-31 $371k 8.1k 46.09
2018-09-30 $368k 7.0k 52.57
2018-06-30 $549k 9.9k 55.45
2018-03-31 $519k 9.9k 52.42
2017-12-31 $576k 9.5k 60.63
2017-09-30 $524k 9.5k 55.16
2017-06-30 $688k 13k 52.92
2017-03-31 $716k 13k 55.08
2016-12-31 $716k 13k 55.08