Wells Fargo & Company shares owned by Forum Financial Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 60k | 83.82 |
| 2025-06-30 | $4.3M | 54k | 80.12 |
| 2025-03-31 | $4.0M | 56k | 71.79 |
| 2024-12-31 | $3.9M | 56k | 70.24 |
| 2024-09-30 | $2.8M | 49k | 56.49 |
| 2024-06-30 | $3.0M | 50k | 59.39 |
| 2024-03-31 | $2.9M | 50k | 57.96 |
| 2023-12-31 | $2.5M | 51k | 49.22 |
| 2023-09-30 | $2.1M | 51k | 40.86 |
| 2023-06-30 | $1.8M | 42k | 42.68 |
| 2023-03-31 | $1.5M | 41k | 37.38 |
| 2022-12-31 | $1.7M | 41k | 41.29 |
| 2022-09-30 | $1.6M | 41k | 40.22 |
| 2022-06-30 | $1.5M | 37k | 39.18 |
| 2022-03-31 | $1.9M | 39k | 48.46 |
| 2021-12-31 | $1.9M | 39k | 47.99 |
More positions owned by Forum Financial Management
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