Wells Fargo & Company shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Centerpoint Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140k | 1.7k | 83.88 |
| 2025-06-30 | $118k | 1.5k | 79.78 |
| 2025-03-31 | $105k | 1.5k | 71.77 |
| 2024-12-31 | $103k | 1.5k | 70.40 |
| 2024-09-30 | $83k | 1.5k | 56.73 |
| 2024-06-30 | $111k | 1.9k | 59.58 |
| 2024-03-31 | $117k | 2.0k | 57.81 |
| 2023-12-31 | $44k | 887 | 49.61 |
| 2023-09-30 | $5.0k | 128 | 39.06 |
| 2023-06-30 | $5.0k | 128 | 39.06 |
| 2023-03-31 | $5.0k | 128 | 39.06 |
| 2021-12-31 | $27k | 558 | 48.39 |
| 2021-09-30 | $26k | 558 | 46.60 |
| 2021-06-30 | $25k | 558 | 44.80 |
| 2020-06-30 | $2.0k | 88 | 22.73 |
| 2020-03-31 | $74k | 2.6k | 28.59 |
| 2019-12-31 | $165k | 3.1k | 53.96 |
| 2019-09-30 | $154k | 3.1k | 50.36 |
| 2019-06-30 | $152k | 3.2k | 47.38 |
| 2019-03-31 | $155k | 3.2k | 48.32 |
| 2018-12-31 | $148k | 3.2k | 46.13 |
| 2018-09-30 | $165k | 3.1k | 52.58 |
| 2018-06-30 | $174k | 3.1k | 55.45 |
| 2018-03-31 | $243k | 4.6k | 52.47 |
| 2017-12-31 | $195k | 3.2k | 60.62 |