Wells Fargo & Company shares owned by Charter Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 4.5k | 83.82 |
| 2025-06-30 | $359k | 4.5k | 80.12 |
| 2025-03-31 | $322k | 4.5k | 71.79 |
| 2024-12-31 | $320k | 4.6k | 70.24 |
| 2024-09-30 | $258k | 4.6k | 56.49 |
| 2024-06-30 | $321k | 5.4k | 59.39 |
| 2024-03-31 | $314k | 5.4k | 57.96 |
| 2022-03-31 | $247k | 5.1k | 48.36 |
| 2021-12-31 | $269k | 5.6k | 47.95 |
| 2021-09-30 | $265k | 5.7k | 46.41 |
| 2021-06-30 | $260k | 5.7k | 45.34 |
| 2021-03-31 | $228k | 5.8k | 39.13 |
| 2020-12-31 | $249k | 8.3k | 30.13 |
| 2020-09-30 | $254k | 11k | 23.51 |
| 2020-06-30 | $357k | 14k | 25.58 |
| 2020-03-31 | $550k | 19k | 28.70 |
| 2019-12-31 | $1.2M | 23k | 53.82 |
| 2019-09-30 | $1.5M | 30k | 50.43 |
| 2019-06-30 | $1.8M | 38k | 47.32 |
| 2019-03-31 | $1.9M | 40k | 48.31 |
| 2018-12-31 | $2.3M | 50k | 46.07 |
| 2018-09-30 | $3.1M | 58k | 52.57 |
| 2018-06-30 | $3.3M | 59k | 55.44 |
| 2018-03-31 | $3.4M | 65k | 52.41 |
| 2017-12-31 | $4.3M | 70k | 60.67 |
| 2017-09-30 | $4.0M | 73k | 55.15 |
| 2017-06-30 | $4.9M | 89k | 55.41 |
| 2017-03-31 | $5.2M | 93k | 55.66 |
| 2016-12-31 | $5.9M | 107k | 55.10 |
| 2016-09-30 | $4.7M | 107k | 44.28 |
| 2016-06-30 | $5.0M | 105k | 47.33 |
| 2016-03-31 | $4.8M | 100k | 48.36 |
| 2015-12-31 | $5.5M | 100k | 54.36 |
| 2015-09-30 | $5.1M | 100k | 51.34 |
| 2015-06-30 | $5.9M | 104k | 56.23 |
| 2015-03-31 | $5.8M | 107k | 54.39 |
| 2014-12-31 | $5.7M | 104k | 54.82 |
| 2014-09-30 | $5.4M | 105k | 51.87 |
| 2014-06-30 | $5.8M | 110k | 52.56 |
| 2014-03-31 | $5.5M | 110k | 49.74 |
| 2013-12-31 | $5.0M | 110k | 45.40 |
| 2013-09-30 | $4.5M | 110k | 41.32 |
| 2013-06-30 | $4.6M | 112k | 41.27 |
| 2013-03-31 | $3.5M | 96k | 36.99 |
| 2012-12-31 | $3.2M | 92k | 34.18 |
| 2012-09-30 | $3.2M | 94k | 34.53 |
| 2012-06-30 | $3.3M | 98k | 33.44 |
| 2012-03-31 | $3.5M | 102k | 34.14 |
| 2011-12-31 | $2.9M | 105k | 27.56 |
| 2011-09-30 | $2.7M | 112k | 24.12 |
| 2011-06-30 | $3.1M | 112k | 28.06 |
| 2011-03-31 | $3.6M | 115k | 31.71 |