Wells Fargo & Company shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $242k | 4.2k | 57.96 |
| 2023-12-31 | $202k | 4.1k | 49.22 |
| 2023-09-30 | $176k | 4.3k | 40.86 |
| 2023-06-30 | $168k | 3.9k | 42.68 |
| 2023-03-31 | $147k | 3.9k | 37.38 |
| 2022-12-31 | $163k | 3.9k | 41.29 |
| 2022-09-30 | $158k | 3.9k | 40.15 |
| 2022-06-30 | $154k | 3.9k | 39.14 |
| 2022-03-31 | $191k | 3.9k | 48.54 |
| 2021-12-31 | $189k | 3.9k | 48.03 |
| 2016-09-30 | $310k | 7.0k | 44.34 |
| 2016-06-30 | $336k | 7.1k | 47.35 |
| 2016-03-31 | $488k | 10k | 48.34 |
| 2015-12-31 | $380k | 7.0k | 54.29 |
| 2015-09-30 | $359k | 7.0k | 51.30 |
| 2015-06-30 | $388k | 6.9k | 56.25 |
| 2015-03-31 | $379k | 7.0k | 54.32 |
| 2014-12-31 | $393k | 7.2k | 54.76 |
| 2014-09-30 | $326k | 6.3k | 51.94 |
| 2014-06-30 | $330k | 6.3k | 52.57 |
| 2014-03-31 | $312k | 6.3k | 49.71 |
| 2013-12-31 | $290k | 6.4k | 45.48 |
More positions owned by Blue Bell Private Wealth Management
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