Wells Fargo & Company shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Coastal Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.3M | 26k | 49.22 |
2023-09-30 | $1.1M | 26k | 42.68 |
2023-06-30 | $1.1M | 26k | 42.68 |
2023-03-31 | $919k | 25k | 37.38 |
2022-12-31 | $1.1M | 28k | 41.29 |
2022-09-30 | $1.2M | 29k | 40.23 |
2022-06-30 | $848k | 21k | 39.91 |
2022-03-31 | $1.1M | 23k | 48.44 |
2021-12-31 | $1.1M | 23k | 47.96 |
2021-09-30 | $1.1M | 23k | 46.39 |
2021-06-30 | $1.0M | 22k | 45.31 |
2021-03-31 | $883k | 23k | 39.09 |
2020-12-31 | $643k | 21k | 30.17 |
2020-09-30 | $836k | 36k | 23.52 |
2020-06-30 | $882k | 35k | 25.60 |
2020-03-31 | $619k | 22k | 28.70 |
2019-12-31 | $984k | 18k | 53.33 |
2019-09-30 | $879k | 18k | 50.00 |
2019-06-30 | $863k | 18k | 47.69 |
2019-03-31 | $854k | 18k | 48.78 |
More positions owned by Coastal Investment Advisors
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