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Wells Fargo & Company shares owned by Financial Perspectives

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Financial Perspectives from 13F filings

Historical chart of Financial Perspectives investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Financial Perspectives

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 1.1k 83.84
2025-06-30 $95k 1.2k 80.12
2025-03-31 $85k 1.2k 71.78
2024-12-31 $98k 1.4k 70.22
2024-09-30 $57k 1.0k 56.52
2024-06-30 $60k 1.0k 59.40
2024-03-31 $59k 1.0k 57.96
2023-12-31 $303k 6.2k 49.22
2023-09-30 $251k 6.2k 40.86
2023-06-30 $94k 2.2k 42.68
2023-03-31 $82k 2.2k 37.38
2022-12-31 $91k 2.2k 41.30
2022-09-30 $88k 2.2k 40.22
2022-06-30 $86k 2.2k 39.18
2022-03-31 $106k 2.2k 48.45
2021-12-31 $64k 1.3k 47.98
2021-09-30 $62k 1.3k 46.41
2021-06-30 $84k 1.9k 45.29
2021-03-31 $1.9M 73k 25.60
2020-12-31 $56k 1.9k 30.18
2020-09-30 $63k 2.7k 23.51
2020-06-30 $68k 2.7k 25.60
2020-03-31 $77k 2.7k 28.70
2019-12-31 $144k 2.7k 53.80