Wells Fargo & Company shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 57.96 |
| 2023-12-31 | $1.5M | 30k | 49.22 |
| 2023-09-30 | $1.2M | 29k | 40.86 |
| 2023-06-30 | $1.4M | 33k | 42.68 |
| 2023-03-31 | $1.3M | 34k | 37.38 |
| 2022-12-31 | $1.4M | 34k | 41.30 |
| 2022-09-30 | $1.3M | 31k | 40.23 |
| 2022-06-30 | $1.6M | 41k | 39.17 |
| 2022-03-31 | $2.1M | 44k | 48.46 |
| 2021-12-31 | $1.9M | 39k | 47.99 |
| 2021-09-30 | $1.8M | 39k | 46.40 |
| 2021-06-30 | $1.9M | 43k | 45.30 |
| 2021-03-31 | $1.6M | 41k | 39.07 |
| 2020-12-31 | $1.2M | 41k | 30.18 |
| 2020-09-30 | $992k | 42k | 23.50 |
| 2020-06-30 | $701k | 27k | 25.59 |
| 2020-03-31 | $849k | 30k | 28.72 |
| 2019-12-31 | $1.9M | 35k | 53.80 |
| 2019-09-30 | $832k | 17k | 50.43 |
| 2019-06-30 | $821k | 17k | 47.31 |
| 2019-03-31 | $917k | 19k | 48.33 |
| 2018-12-31 | $896k | 19k | 46.07 |
| 2018-09-30 | $866k | 17k | 52.54 |
| 2018-06-30 | $914k | 17k | 55.43 |
| 2018-03-31 | $758k | 15k | 52.43 |
| 2017-12-31 | $877k | 14k | 60.70 |
| 2017-09-30 | $802k | 15k | 55.17 |
| 2017-06-30 | $793k | 14k | 55.41 |
| 2017-03-31 | $803k | 14k | 55.63 |
| 2016-12-31 | $795k | 14k | 55.12 |
| 2016-09-30 | $440k | 9.9k | 44.30 |
| 2016-06-30 | $363k | 7.7k | 47.39 |
| 2016-03-31 | $370k | 7.7k | 48.35 |
| 2015-12-31 | $432k | 7.9k | 54.33 |
| 2015-09-30 | $408k | 7.9k | 51.33 |
| 2015-06-30 | $438k | 7.8k | 56.20 |
| 2015-03-31 | $424k | 7.8k | 54.44 |
| 2014-12-31 | $476k | 8.7k | 54.78 |
| 2014-06-30 | $313k | 6.0k | 52.53 |