Wells Fargo & Company shares owned by BWM Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by BWM Planning
from 13F filings
Historical chart of BWM Planning investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by BWM Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by BWM Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 61k | 83.82 |
| 2025-06-30 | $4.9M | 61k | 80.12 |
| 2025-03-31 | $4.3M | 60k | 71.79 |
| 2024-12-31 | $4.2M | 60k | 70.24 |
| 2024-09-30 | $3.4M | 60k | 56.49 |