Wells Fargo & Company shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $239k | 2.6k | 93.20 |
| 2025-09-30 | $6.2k | 74 | 83.82 |
| 2025-06-30 | $5.9k | 74 | 80.12 |
| 2025-03-31 | $5.3k | 74 | 71.80 |
| 2024-12-31 | $5.2k | 74 | 70.24 |
| 2024-09-30 | $4.2k | 74 | 56.50 |
| 2024-06-30 | $14k | 230 | 59.39 |
| 2024-03-31 | $13k | 230 | 57.96 |
| 2023-12-31 | $11k | 230 | 49.22 |
| 2023-09-30 | $6.4k | 156 | 40.87 |
| 2023-06-30 | $6.7k | 156 | 42.69 |
| 2023-03-31 | $13k | 356 | 37.38 |
| 2022-12-31 | $15k | 356 | 41.29 |
| 2022-09-30 | $23k | 560 | 41.07 |
| 2022-06-30 | $15k | 389 | 38.56 |
| 2022-03-31 | $19k | 396 | 47.98 |
| 2021-12-31 | $19k | 396 | 47.98 |
| 2021-09-30 | $17k | 356 | 47.75 |
| 2021-06-30 | $16k | 356 | 44.94 |
| 2021-03-31 | $14k | 356 | 39.33 |
| 2020-12-31 | $25k | 813 | 30.75 |
| 2020-09-30 | $19k | 829 | 22.92 |
| 2020-06-30 | $21k | 829 | 25.33 |
| 2020-03-31 | $237k | 8.2k | 28.76 |
| 2019-12-31 | $489k | 9.1k | 53.85 |
More positions owned by Center for Financial Planning
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