Wells Fargo & Company shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $315k | 6.3k | 50.40 |
| 2020-06-30 | $445k | 17k | 25.62 |
| 2020-03-31 | $604k | 21k | 28.72 |
| 2019-12-31 | $315k | 6.3k | 50.40 |
| 2019-09-30 | $315k | 6.3k | 50.40 |
| 2019-06-30 | $339k | 7.2k | 47.29 |
| 2019-03-31 | $382k | 7.9k | 48.32 |
| 2018-12-31 | $345k | 7.5k | 46.09 |
| 2018-09-30 | $426k | 8.1k | 52.53 |
| 2018-06-30 | $505k | 9.1k | 55.48 |
| 2018-03-31 | $484k | 9.2k | 52.36 |
| 2017-12-31 | $1.2M | 19k | 60.70 |
| 2017-09-30 | $1.3M | 23k | 55.17 |
| 2017-06-30 | $1.3M | 24k | 55.66 |
| 2017-03-31 | $1.3M | 24k | 55.66 |
| 2016-12-31 | $1.5M | 26k | 55.11 |
| 2016-09-30 | $1.1M | 24k | 44.28 |
| 2016-06-30 | $1.3M | 27k | 47.34 |
| 2016-03-31 | $1.5M | 32k | 48.35 |
| 2015-12-31 | $1.7M | 31k | 54.36 |
| 2015-09-30 | $1.5M | 29k | 51.36 |
| 2015-06-30 | $292k | 5.2k | 56.20 |
| 2015-03-31 | $271k | 5.0k | 54.49 |
| 2014-12-31 | $214k | 3.9k | 54.79 |
| 2014-09-30 | $202k | 3.9k | 51.89 |
| 2014-06-30 | $302k | 5.7k | 52.59 |
More positions owned by Confluence Wealth Management
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