Wells Fargo & Company shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by FirstPurpose Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $688k | 12k | 56.94 |
2023-12-31 | $677k | 14k | 49.22 |
2023-09-30 | $558k | 14k | 40.86 |
2023-06-30 | $450k | 11k | 42.68 |
2023-03-31 | $382k | 10k | 37.38 |
2022-12-31 | $246k | 5.9k | 41.29 |
2022-09-30 | $233k | 5.8k | 40.27 |
2022-03-31 | $212k | 4.4k | 48.45 |
2021-12-31 | $223k | 4.6k | 48.04 |