Wells Fargo & Company shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 5.0k | 83.82 |
| 2025-06-30 | $210k | 2.6k | 80.11 |
| 2024-09-30 | $1.2M | 21k | 56.49 |
| 2023-12-31 | $34k | 695 | 49.23 |
| 2023-09-30 | $16k | 378 | 40.89 |
| 2023-06-30 | $19k | 449 | 42.71 |
| 2023-03-31 | $17k | 449 | 37.34 |
| 2022-12-31 | $19k | 468 | 41.27 |
| 2022-09-30 | $18k | 447 | 40.27 |
| 2022-06-30 | $17k | 446 | 38.12 |
| 2022-03-31 | $99k | 2.0k | 48.65 |
| 2021-12-31 | $198k | 4.1k | 47.90 |
| 2021-09-30 | $169k | 3.6k | 46.52 |
| 2021-06-30 | $159k | 3.5k | 45.38 |
| 2021-03-31 | $137k | 3.5k | 39.10 |
| 2020-12-31 | $106k | 3.5k | 30.25 |
| 2020-09-30 | $135k | 5.7k | 23.58 |
| 2020-06-30 | $95k | 3.7k | 25.50 |
| 2020-03-31 | $107k | 3.7k | 28.74 |
| 2019-12-31 | $195k | 3.6k | 53.84 |
| 2019-09-30 | $183k | 3.6k | 50.52 |
| 2019-06-30 | $29k | 622 | 46.62 |
| 2019-03-31 | $30k | 622 | 48.23 |
| 2018-12-31 | $29k | 622 | 46.62 |
| 2018-09-30 | $33k | 622 | 53.05 |
| 2018-06-30 | $34k | 622 | 54.66 |
| 2018-03-31 | $33k | 622 | 53.05 |
| 2017-12-31 | $32k | 522 | 61.30 |
| 2017-09-30 | $60k | 1.1k | 55.61 |
| 2017-06-30 | $122k | 2.2k | 55.40 |
| 2017-03-31 | $125k | 2.2k | 55.68 |
| 2016-12-31 | $135k | 2.4k | 55.15 |
| 2016-09-30 | $165k | 3.7k | 44.21 |
| 2016-06-30 | $366k | 7.7k | 47.39 |
| 2016-03-31 | $251k | 5.2k | 48.44 |
| 2015-12-31 | $268k | 4.9k | 54.41 |
| 2015-09-30 | $252k | 4.9k | 51.30 |
| 2015-06-30 | $253k | 4.5k | 56.22 |
| 2015-03-31 | $244k | 4.5k | 54.33 |
| 2014-12-31 | $253k | 4.6k | 54.73 |
| 2014-09-30 | $237k | 4.6k | 51.91 |
| 2014-06-30 | $240k | 4.6k | 52.67 |
| 2014-03-31 | $237k | 4.8k | 49.74 |
| 2013-12-31 | $216k | 4.8k | 45.44 |
| 2013-09-30 | $195k | 4.7k | 41.30 |