Wells Fargo & Company shares owned by Family Firm
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $356k | 6.1k | 57.96 |
| 2023-12-31 | $279k | 5.7k | 49.22 |
| 2023-09-30 | $231k | 5.7k | 40.86 |
| 2023-06-30 | $241k | 5.7k | 42.68 |
| 2023-03-31 | $214k | 5.7k | 37.38 |
| 2022-12-31 | $233k | 5.6k | 41.29 |
| 2022-09-30 | $227k | 5.6k | 40.26 |
| 2022-06-30 | $318k | 6.6k | 48.04 |
| 2022-03-31 | $318k | 6.6k | 48.04 |
| 2021-12-31 | $318k | 6.6k | 48.04 |
| 2021-09-30 | $332k | 6.6k | 50.18 |
| 2021-06-30 | $299k | 6.6k | 45.22 |
| 2021-03-31 | $265k | 6.8k | 39.03 |
| 2020-12-31 | $217k | 6.8k | 31.97 |
| 2019-12-31 | $552k | 10k | 53.80 |
| 2019-09-30 | $519k | 10k | 50.47 |
| 2019-06-30 | $529k | 11k | 47.29 |
| 2019-03-31 | $540k | 11k | 48.29 |
| 2018-12-31 | $514k | 11k | 46.09 |
| 2018-09-30 | $586k | 11k | 52.56 |
| 2018-06-30 | $612k | 11k | 55.47 |
| 2018-03-31 | $585k | 11k | 52.45 |
| 2017-12-31 | $680k | 11k | 60.67 |
| 2017-09-30 | $618k | 11k | 55.15 |
| 2017-06-30 | $621k | 11k | 55.43 |
| 2017-03-31 | $527k | 9.5k | 55.67 |
| 2016-12-31 | $517k | 9.4k | 55.14 |
| 2016-09-30 | $446k | 10k | 44.27 |
| 2016-06-30 | $441k | 9.3k | 47.28 |
| 2016-03-31 | $450k | 9.3k | 48.35 |
| 2015-12-31 | $525k | 9.7k | 54.31 |
| 2015-09-30 | $498k | 9.7k | 51.33 |
| 2015-06-30 | $546k | 9.7k | 56.28 |
| 2015-03-31 | $632k | 12k | 54.37 |
| 2014-12-31 | $634k | 12k | 54.86 |