Wells Fargo & Company shares owned by Dorchester Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Dorchester Wealth Management
from 13F filings
Historical chart of Dorchester Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Dorchester Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Dorchester Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 101k | 49.22 |
| 2023-09-30 | $4.2M | 102k | 40.86 |
| 2023-06-30 | $4.5M | 105k | 42.68 |
| 2023-03-31 | $3.8M | 102k | 37.38 |
| 2022-12-31 | $4.2M | 101k | 41.29 |
| 2022-09-30 | $4.2M | 105k | 40.22 |
| 2022-06-30 | $4.1M | 106k | 39.17 |
| 2022-03-31 | $6.5M | 107k | 60.56 |
| 2021-12-31 | $5.2M | 109k | 47.98 |
| 2021-09-30 | $5.1M | 111k | 46.41 |
| 2021-06-30 | $5.5M | 121k | 45.29 |
| 2021-03-31 | $4.8M | 124k | 39.07 |
| 2020-12-31 | $3.6M | 119k | 30.18 |
| 2020-09-30 | $2.8M | 119k | 23.51 |
| 2020-06-30 | $3.0M | 116k | 25.60 |
| 2020-03-31 | $3.5M | 121k | 28.70 |
| 2019-12-31 | $6.2M | 116k | 53.80 |
| 2019-09-30 | $5.9M | 116k | 50.44 |
| 2019-06-30 | $5.4M | 115k | 47.32 |
| 2019-03-31 | $5.5M | 113k | 48.32 |
| 2018-12-31 | $5.1M | 111k | 46.08 |
| 2018-09-30 | $4.3M | 81k | 52.56 |
| 2018-06-30 | $4.5M | 81k | 55.44 |
| 2018-03-31 | $4.2M | 81k | 52.41 |
| 2017-12-31 | $2.1M | 34k | 60.67 |
| 2017-09-30 | $1.9M | 35k | 55.16 |
| 2017-06-30 | $1.9M | 34k | 55.42 |
| 2017-03-31 | $1.9M | 35k | 55.66 |
| 2016-12-31 | $1.9M | 35k | 55.12 |
| 2016-09-30 | $1.7M | 38k | 44.27 |
| 2016-06-30 | $1.8M | 38k | 47.34 |
| 2016-03-31 | $1.8M | 38k | 48.35 |
| 2015-12-31 | $1.8M | 33k | 54.35 |
| 2015-09-30 | $2.3M | 34k | 68.53 |
| 2015-06-30 | $2.4M | 35k | 70.24 |
More positions owned by Dorchester Wealth Management
View all positions for Dorchester Wealth Management