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Wells Fargo & Company shares owned by Creative Planning

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $43M 864k 49.22
2023-09-30 $38M 925k 40.86
2023-06-30 $72k 693k 0.10
2023-03-31 $25M 669k 37.38
2022-12-31 $26M 625k 41.29
2022-09-30 $1.0M 648k 1.60
2022-06-30 $30M 754k 39.17
2022-03-31 $788k 689k 1.14
2021-12-31 $30M 627k 47.98
2021-09-30 $85k 777k 0.11
2021-06-30 $96k 688k 0.14
2021-03-31 $22M 554k 39.07
2020-12-31 $15M 504k 30.18
2020-09-30 $14M 607k 23.51
2020-06-30 $14M 561k 25.60
2020-03-31 $13M 465k 28.70
2019-12-31 $29M 545k 53.80
2019-09-30 $27M 534k 50.44
2019-06-30 $26M 558k 47.32
2019-03-31 $25M 513k 48.32
2018-12-31 $25M 532k 46.08
2018-09-30 $22k 737k 0.03
2018-06-30 $247k 666k 0.37
2018-03-31 $214k 536k 0.40
2017-12-31 $32M 526k 60.67
2017-09-30 $29M 516k 55.15
2017-06-30 $29M 524k 55.41
2017-03-31 $29M 521k 55.66
2016-12-31 $27M 490k 55.11
2016-09-30 $23M 511k 44.28
2016-06-30 $19M 404k 47.33
2016-03-31 $19M 383k 48.36
2015-12-31 $19M 349k 54.36
2015-09-30 $17M 326k 51.35
2015-06-30 $17M 304k 56.24
2015-03-31 $15M 283k 54.40
2014-12-31 $14M 255k 54.82
2014-09-30 $11M 216k 51.87
2014-06-30 $8.4M 161k 52.56
2014-03-31 $7.3M 146k 49.74
2013-12-31 $6.5M 144k 45.40
2013-09-30 $5.0M 120k 41.32
2013-06-30 $4.1M 100k 41.27
2012-12-31 $2.1M 61k 34.18
2012-09-30 $1.8M 53k 34.54
2012-06-30 $1.5M 44k 33.43
2011-12-31 $691k 25k 27.58