Wells Fargo & Company shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 18k | 80.87 |
| 2025-06-30 | $1.4M | 17k | 80.12 |
| 2025-03-31 | $1.3M | 18k | 71.79 |
| 2024-12-31 | $1.3M | 18k | 70.24 |
| 2024-09-30 | $1.0M | 18k | 56.49 |
| 2024-06-30 | $1.1M | 18k | 59.39 |
| 2024-03-31 | $1.3M | 23k | 57.96 |
| 2023-12-31 | $1.8M | 37k | 49.22 |
| 2023-09-30 | $750k | 18k | 40.86 |
| 2023-06-30 | $757k | 18k | 42.68 |
| 2023-03-31 | $746k | 20k | 37.38 |