Wells Fargo & Company shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 27k | 57.96 |
| 2023-12-31 | $527k | 11k | 49.22 |
| 2023-09-30 | $510k | 13k | 40.86 |
| 2023-06-30 | $528k | 12k | 42.68 |
| 2023-03-31 | $489k | 13k | 37.38 |
| 2022-12-31 | $549k | 13k | 41.29 |
| 2022-09-30 | $551k | 14k | 40.24 |
| 2022-06-30 | $570k | 15k | 39.20 |
| 2022-03-31 | $612k | 13k | 48.49 |
| 2021-12-31 | $468k | 9.8k | 48.00 |
| 2021-09-30 | $408k | 8.8k | 46.38 |
| 2020-06-30 | $380k | 15k | 25.57 |
| 2020-03-31 | $648k | 23k | 28.68 |
| 2019-12-31 | $2.3M | 43k | 53.79 |
| 2019-09-30 | $2.2M | 44k | 50.43 |
| 2019-06-30 | $2.0M | 42k | 47.31 |
| 2019-03-31 | $3.2M | 67k | 48.33 |
| 2018-12-31 | $1.4M | 31k | 46.07 |
| 2018-06-30 | $2.5M | 44k | 55.44 |
| 2018-03-31 | $2.1M | 43k | 50.39 |
| 2017-12-31 | $2.7M | 45k | 60.67 |
| 2017-09-30 | $2.5M | 45k | 55.16 |
| 2017-06-30 | $2.3M | 41k | 55.40 |
| 2017-03-31 | $2.0M | 36k | 55.65 |
| 2016-12-31 | $2.0M | 36k | 55.11 |
| 2016-09-30 | $1.5M | 33k | 44.27 |
| 2016-06-30 | $1.6M | 35k | 47.32 |
| 2016-03-31 | $1.7M | 36k | 48.36 |
| 2015-12-31 | $2.2M | 40k | 54.37 |
| 2015-09-30 | $673k | 13k | 51.37 |
| 2015-06-30 | $500k | 8.9k | 56.23 |
| 2015-03-31 | $466k | 8.6k | 54.46 |
| 2014-12-31 | $464k | 8.9k | 52.06 |
| 2014-09-30 | $456k | 8.7k | 52.16 |
| 2014-06-30 | $487k | 9.3k | 52.41 |
| 2014-03-31 | $520k | 10k | 49.93 |
| 2013-12-31 | $993k | 22k | 45.41 |
| 2013-09-30 | $899k | 22k | 41.34 |
| 2013-06-30 | $481k | 12k | 41.28 |
| 2013-03-31 | $498k | 14k | 37.02 |
| 2012-12-31 | $458k | 13k | 34.18 |
| 2012-09-30 | $444k | 13k | 34.54 |
| 2012-06-30 | $452k | 14k | 33.41 |
| 2012-03-31 | $545k | 16k | 34.13 |
| 2011-12-31 | $434k | 16k | 27.57 |
| 2011-09-30 | $389k | 16k | 24.14 |
| 2011-06-30 | $458k | 16k | 28.09 |
| 2011-03-31 | $658k | 21k | 31.72 |