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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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