Wells Fargo & Company shares owned by Calton & Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $242k | 2.6k | 93.20 |
| 2023-12-31 | $222k | 4.5k | 49.22 |
| 2023-03-31 | $208k | 5.6k | 37.38 |
| 2022-12-31 | $257k | 6.2k | 41.29 |
| 2022-09-30 | $202k | 5.0k | 40.03 |
| 2022-03-31 | $302k | 6.2k | 48.44 |
| 2021-12-31 | $296k | 6.2k | 47.87 |
| 2021-09-30 | $325k | 7.0k | 46.38 |
| 2021-06-30 | $302k | 6.7k | 45.38 |
| 2021-03-31 | $328k | 8.4k | 39.13 |
| 2020-12-31 | $903k | 30k | 30.18 |
| 2020-09-30 | $325k | 14k | 23.50 |
| 2020-06-30 | $446k | 17k | 25.60 |
| 2020-03-31 | $431k | 15k | 28.68 |
| 2019-12-31 | $820k | 15k | 53.83 |
| 2019-09-30 | $695k | 14k | 50.45 |
| 2019-06-30 | $510k | 11k | 47.34 |
| 2019-03-31 | $310k | 6.4k | 48.30 |
| 2018-09-30 | $410k | 7.8k | 52.59 |
| 2018-06-30 | $442k | 7.5k | 59.21 |
| 2018-03-31 | $1.5M | 28k | 52.40 |
| 2017-12-31 | $1.9M | 29k | 64.49 |