Wells Fargo & Company shares owned by Bogart Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $271k | 3.3k | 82.63 |
| 2026-03-31 | $146k | 1.8k | 79.62 |
| 2025-12-31 | $149k | 1.6k | 93.19 |
| 2025-09-30 | $134k | 1.6k | 83.79 |
| 2025-06-30 | $124k | 1.5k | 80.13 |
| 2025-03-31 | $94k | 1.3k | 71.77 |
| 2024-12-31 | $79k | 1.1k | 70.26 |
| 2024-09-30 | $51k | 898 | 56.49 |
| 2024-06-30 | $53k | 897 | 59.42 |
| 2024-03-31 | $50k | 863 | 57.96 |
| 2023-12-31 | $93k | 1.9k | 49.22 |
| 2023-09-30 | $74k | 1.8k | 40.86 |
| 2023-06-30 | $65k | 1.5k | 42.68 |
| 2023-03-31 | $57k | 1.5k | 37.38 |
| 2022-12-31 | $67k | 1.6k | 41.29 |
| 2022-09-30 | $74k | 1.8k | 40.46 |
| 2022-06-30 | $35k | 896 | 39.06 |
| 2022-03-31 | $44k | 901 | 48.83 |
| 2021-12-31 | $40k | 844 | 47.39 |
| 2021-09-30 | $39k | 844 | 46.21 |
| 2021-06-30 | $87k | 1.9k | 45.29 |
| 2021-03-31 | $59k | 1.5k | 38.79 |
| 2020-12-31 | $45k | 1.5k | 29.59 |
| 2020-09-30 | $35k | 1.5k | 23.01 |
| 2020-06-30 | $87k | 3.4k | 25.56 |
| 2020-03-31 | $83k | 2.9k | 28.65 |
| 2019-12-31 | $156k | 2.9k | 53.85 |
| 2019-09-30 | $148k | 2.9k | 50.43 |
| 2019-06-30 | $146k | 3.1k | 47.20 |
| 2019-03-31 | $150k | 3.1k | 48.31 |
| 2018-12-31 | $155k | 3.4k | 45.84 |
| 2018-09-30 | $169k | 3.2k | 52.68 |
| 2018-06-30 | $198k | 3.6k | 55.17 |
| 2018-03-31 | $212k | 4.0k | 53.15 |
| 2017-12-31 | $320k | 5.3k | 60.64 |
| 2017-09-30 | $705k | 13k | 55.17 |
| 2017-06-30 | $727k | 13k | 55.41 |
| 2017-03-31 | $597k | 11k | 55.63 |
| 2016-12-31 | $527k | 9.6k | 55.13 |