Wells Fargo & Company shares owned by Caldwell Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 21k | 83.82 |
| 2021-12-31 | $590k | 12k | 47.98 |
| 2021-09-30 | $571k | 12k | 46.41 |
| 2021-06-30 | $448k | 9.9k | 45.29 |
| 2021-03-31 | $397k | 10k | 39.07 |
| 2020-12-31 | $153k | 5.1k | 30.18 |
| 2020-09-30 | $367k | 16k | 23.51 |
| 2020-06-30 | $688k | 27k | 25.60 |
| 2020-03-31 | $806k | 28k | 28.70 |
| 2019-12-31 | $1.7M | 32k | 53.80 |