Wells Fargo & Company shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 178 | 83.82 |
| 2025-06-30 | $10k | 130 | 80.12 |
| 2025-03-31 | $9.3k | 130 | 71.79 |
| 2024-12-31 | $20k | 288 | 70.24 |
| 2024-09-30 | $16k | 288 | 56.49 |
| 2024-06-30 | $17k | 288 | 59.39 |
| 2024-03-31 | $17k | 288 | 57.96 |
More positions owned by Breakwater Investment Management
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