Wells Fargo & Company shares owned by Detalus Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Detalus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 5.4k | 83.82 |
| 2025-06-30 | $436k | 5.4k | 80.12 |
| 2025-03-31 | $390k | 5.4k | 71.79 |
| 2024-12-31 | $379k | 5.4k | 70.24 |
| 2024-09-30 | $316k | 5.6k | 56.49 |
| 2024-06-30 | $333k | 5.6k | 59.39 |
| 2024-03-31 | $325k | 5.6k | 57.96 |
| 2023-12-31 | $276k | 5.6k | 49.22 |
| 2023-09-30 | $229k | 5.6k | 40.86 |
| 2023-06-30 | $239k | 5.6k | 42.68 |
| 2023-03-31 | $209k | 5.6k | 37.38 |
| 2022-12-31 | $231k | 5.6k | 41.29 |
| 2022-09-30 | $225k | 5.6k | 40.18 |
| 2022-06-30 | $219k | 5.6k | 39.11 |
| 2022-03-31 | $273k | 5.6k | 48.38 |
| 2021-12-31 | $269k | 5.6k | 48.04 |
| 2021-09-30 | $276k | 6.0k | 46.39 |
| 2021-06-30 | $269k | 6.0k | 45.21 |
| 2021-03-31 | $232k | 6.0k | 38.99 |
| 2019-12-31 | $355k | 6.6k | 53.74 |