Wells Fargo & Company shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 4.6k | 83.82 |
| 2025-06-30 | $360k | 4.5k | 80.12 |
| 2025-03-31 | $328k | 4.6k | 71.80 |
| 2024-12-31 | $293k | 4.2k | 70.24 |
| 2024-09-30 | $233k | 4.1k | 56.49 |
| 2024-06-30 | $249k | 4.2k | 59.39 |
| 2024-03-31 | $248k | 4.3k | 57.96 |
More positions owned by Concentrum Wealth Management
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