Wells Fargo & Company shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 3.5k | 83.81 |
| 2025-06-30 | $247k | 3.1k | 80.12 |
| 2025-03-31 | $221k | 3.1k | 71.80 |
| 2024-12-31 | $230k | 3.3k | 70.23 |
| 2019-12-31 | $302k | 5.6k | 53.88 |
| 2019-09-30 | $262k | 5.2k | 50.41 |
| 2019-06-30 | $220k | 4.7k | 47.24 |
| 2019-03-31 | $235k | 4.9k | 48.31 |
| 2018-12-31 | $216k | 4.7k | 46.03 |
| 2018-09-30 | $247k | 4.7k | 52.46 |
| 2018-06-30 | $267k | 4.8k | 55.47 |
| 2018-03-31 | $231k | 4.4k | 52.36 |
| 2017-12-31 | $255k | 4.2k | 60.74 |