Wells Fargo & Company shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 4.8k | 83.82 |
| 2025-06-30 | $378k | 4.7k | 80.12 |
| 2025-03-31 | $297k | 4.1k | 71.79 |
| 2024-12-31 | $290k | 4.1k | 70.24 |
| 2024-09-30 | $242k | 4.3k | 56.49 |
| 2024-06-30 | $253k | 4.3k | 59.38 |
| 2024-03-31 | $246k | 4.2k | 57.96 |
| 2023-12-31 | $208k | 4.2k | 49.22 |