Wells Fargo & Company shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 4.1k | 83.81 |
| 2025-06-30 | $505k | 6.3k | 80.11 |
| 2025-03-31 | $586k | 8.2k | 71.79 |
| 2024-12-31 | $622k | 8.8k | 70.24 |
| 2024-09-30 | $562k | 10k | 56.49 |
| 2024-06-30 | $590k | 9.9k | 59.39 |
| 2024-03-31 | $904k | 16k | 57.96 |
| 2023-12-31 | $763k | 16k | 49.22 |
| 2023-09-30 | $699k | 17k | 40.86 |
| 2023-06-30 | $1.5M | 34k | 42.68 |
| 2023-03-31 | $1.3M | 34k | 37.38 |
| 2022-12-31 | $1.5M | 36k | 41.29 |
| 2022-09-30 | $1.4M | 34k | 40.23 |
| 2022-06-30 | $1.3M | 32k | 39.18 |
| 2022-03-31 | $3.1M | 64k | 48.47 |
| 2021-12-31 | $1.6M | 32k | 47.98 |
| 2021-09-30 | $1.7M | 36k | 46.42 |
| 2021-06-30 | $2.0M | 45k | 45.29 |
| 2021-03-31 | $1.9M | 48k | 39.07 |
| 2020-12-31 | $1.4M | 48k | 30.18 |
| 2020-09-30 | $1.2M | 49k | 23.51 |
| 2020-06-30 | $1.4M | 54k | 25.61 |
| 2020-03-31 | $672k | 23k | 28.71 |
| 2019-12-31 | $439k | 8.2k | 53.77 |
| 2019-09-30 | $219k | 4.4k | 50.34 |
| 2019-06-30 | $245k | 5.2k | 47.34 |
| 2018-06-30 | $203k | 3.7k | 55.51 |
| 2017-12-31 | $222k | 3.7k | 60.71 |