Wells Fargo & Company shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 83k | 83.82 |
| 2025-06-30 | $6.3M | 79k | 80.12 |
| 2025-03-31 | $5.0M | 70k | 71.79 |
| 2024-12-31 | $4.6M | 66k | 70.24 |
| 2024-09-30 | $3.3M | 58k | 56.49 |
| 2024-06-30 | $3.2M | 53k | 59.39 |
| 2024-03-31 | $2.7M | 47k | 57.96 |
| 2023-12-31 | $2.2M | 45k | 49.22 |
| 2023-09-30 | $1.8M | 44k | 40.86 |
| 2023-06-30 | $2.3M | 53k | 42.68 |
| 2023-03-31 | $1.3M | 35k | 37.38 |
| 2022-12-31 | $1.7M | 41k | 41.29 |
| 2022-09-30 | $2.5M | 63k | 40.22 |
| 2022-06-30 | $1.2M | 30k | 39.15 |
| 2022-03-31 | $1.3M | 26k | 48.47 |
| 2021-12-31 | $1.2M | 25k | 47.97 |
| 2021-09-30 | $985k | 21k | 46.39 |
| 2021-06-30 | $1.2M | 25k | 45.31 |
| 2021-03-31 | $766k | 20k | 39.10 |
| 2020-12-31 | $379k | 13k | 30.15 |
| 2020-09-30 | $287k | 12k | 23.49 |
| 2020-06-30 | $401k | 16k | 25.63 |
| 2020-03-31 | $311k | 11k | 28.69 |
| 2019-12-31 | $757k | 14k | 53.83 |
| 2019-09-30 | $703k | 14k | 50.44 |
| 2019-06-30 | $621k | 13k | 47.34 |
| 2019-03-31 | $676k | 14k | 48.30 |
| 2018-12-31 | $606k | 13k | 46.09 |
| 2018-09-30 | $708k | 14k | 52.56 |
| 2018-06-30 | $967k | 17k | 55.47 |
| 2018-03-31 | $973k | 19k | 52.39 |
| 2017-12-31 | $1.2M | 19k | 60.68 |
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