Wells Fargo & Company shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $240k | 3.0k | 80.13 |
| 2025-03-31 | $236k | 3.3k | 71.79 |
| 2024-12-31 | $250k | 3.6k | 70.24 |
| 2024-06-30 | $387k | 6.5k | 59.39 |
| 2023-06-30 | $368k | 8.6k | 42.68 |
| 2023-03-31 | $349k | 9.3k | 37.38 |
| 2022-12-31 | $364k | 8.8k | 41.29 |
| 2022-09-30 | $353k | 8.8k | 40.21 |
| 2022-06-30 | $395k | 10k | 39.15 |
| 2022-03-31 | $496k | 10k | 48.50 |
| 2021-12-31 | $382k | 8.0k | 48.03 |
| 2021-09-30 | $250k | 5.4k | 46.43 |
| 2021-06-30 | $209k | 4.6k | 45.19 |