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
Download as csvQuarterly 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 |