Wells Fargo & Company shares owned by Boston Family Office
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Boston Family Office
from 13F filings
Historical chart of Boston Family Office investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Boston Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Boston Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $220k | 3.7k | 59.49 |
| 2024-03-31 | $214k | 3.7k | 57.87 |
| 2023-12-31 | $231k | 4.7k | 49.17 |
| 2023-06-30 | $200k | 4.7k | 42.57 |
| 2022-09-30 | $206k | 5.1k | 40.34 |
| 2022-06-30 | $201k | 5.1k | 39.17 |
| 2022-03-31 | $250k | 5.2k | 48.48 |
| 2021-12-31 | $247k | 5.2k | 47.90 |
| 2021-09-30 | $239k | 5.2k | 46.34 |
| 2021-06-30 | $245k | 5.4k | 45.23 |
| 2021-03-31 | $211k | 5.4k | 38.95 |
| 2020-06-30 | $211k | 8.3k | 25.56 |
| 2020-03-31 | $254k | 8.8k | 28.74 |
| 2019-12-31 | $573k | 11k | 53.80 |
| 2019-09-30 | $569k | 11k | 50.48 |
| 2019-06-30 | $561k | 12k | 47.31 |
| 2019-03-31 | $573k | 12k | 48.33 |
| 2018-12-31 | $546k | 12k | 46.05 |
| 2018-09-30 | $532k | 10k | 52.58 |
| 2018-06-30 | $561k | 10k | 55.45 |
| 2018-03-31 | $730k | 14k | 52.40 |
| 2017-12-31 | $1.1M | 19k | 60.69 |
| 2017-09-30 | $1.2M | 21k | 55.15 |
| 2017-06-30 | $1.6M | 29k | 55.41 |
| 2017-03-31 | $1.6M | 29k | 55.67 |
| 2016-12-31 | $1.8M | 32k | 55.10 |
| 2016-09-30 | $1.5M | 33k | 44.27 |
| 2016-06-30 | $2.3M | 48k | 47.32 |
| 2016-03-31 | $2.3M | 48k | 48.35 |
| 2015-12-31 | $2.6M | 47k | 54.35 |
| 2015-09-30 | $2.4M | 47k | 51.35 |
| 2015-06-30 | $2.6M | 45k | 56.25 |
| 2015-03-31 | $2.5M | 46k | 54.39 |
| 2014-12-31 | $2.5M | 46k | 54.81 |
| 2014-09-30 | $2.4M | 45k | 52.56 |
| 2014-06-30 | $2.4M | 45k | 52.56 |
| 2014-03-31 | $2.0M | 40k | 49.74 |
| 2013-12-31 | $1.8M | 40k | 45.40 |
| 2013-09-30 | $1.6M | 40k | 41.31 |
| 2013-06-30 | $1.6M | 40k | 41.26 |
| 2013-03-31 | $1.5M | 40k | 36.98 |
| 2012-12-31 | $1.4M | 40k | 34.18 |
| 2012-09-30 | $1.4M | 40k | 34.53 |
| 2012-06-30 | $1.4M | 41k | 33.43 |
| 2012-03-31 | $1.4M | 40k | 34.14 |
| 2011-12-31 | $1.1M | 41k | 27.56 |
| 2011-09-30 | $1.0M | 43k | 24.11 |