Wells Fargo & Company shares owned by Halbert Hargrove Global Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Halbert Hargrove Global Advisors
from 13F filings
Historical chart of Halbert Hargrove Global Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Halbert Hargrove Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 218 | 83.82 |
| 2025-03-31 | $7.9k | 111 | 71.51 |
| 2023-03-31 | $217k | 5.8k | 37.38 |
| 2022-12-31 | $255k | 6.2k | 41.29 |
| 2022-09-30 | $394k | 9.9k | 39.88 |
| 2022-06-30 | $325k | 8.8k | 36.81 |
| 2022-03-31 | $442k | 9.0k | 49.08 |
| 2021-12-31 | $460k | 9.4k | 49.08 |
| 2021-09-30 | $429k | 9.3k | 46.36 |
| 2021-06-30 | $419k | 9.3k | 45.28 |
| 2021-03-31 | $331k | 8.5k | 39.12 |
| 2020-12-31 | $261k | 8.7k | 30.16 |
| 2020-09-30 | $201k | 8.5k | 23.54 |
| 2020-06-30 | $216k | 8.5k | 25.54 |
| 2020-03-31 | $275k | 9.6k | 28.71 |
| 2019-12-31 | $558k | 10k | 53.81 |
| 2019-09-30 | $561k | 11k | 50.40 |
| 2019-06-30 | $505k | 11k | 47.28 |
| 2018-12-31 | $508k | 11k | 46.08 |
| 2018-09-30 | $633k | 12k | 52.58 |
| 2018-06-30 | $460k | 8.3k | 55.44 |
| 2018-03-31 | $425k | 8.1k | 52.46 |
| 2017-12-31 | $492k | 8.1k | 60.73 |
| 2017-09-30 | $462k | 8.4k | 55.09 |
| 2017-06-30 | $484k | 8.7k | 55.36 |
| 2017-03-31 | $498k | 9.0k | 55.61 |
| 2016-12-31 | $532k | 9.6k | 55.16 |
| 2016-09-30 | $429k | 9.7k | 44.23 |
| 2016-06-30 | $518k | 11k | 47.29 |
| 2016-03-31 | $556k | 12k | 48.35 |
| 2015-12-31 | $736k | 14k | 54.33 |
| 2015-09-30 | $716k | 14k | 51.32 |
| 2015-06-30 | $1.6M | 29k | 56.23 |
| 2015-03-31 | $1.6M | 30k | 54.38 |
| 2014-12-31 | $905k | 17k | 54.80 |
| 2014-09-30 | $1.1M | 21k | 51.85 |
| 2014-06-30 | $1.1M | 21k | 52.57 |
| 2014-03-31 | $1.0M | 21k | 49.72 |
| 2013-12-31 | $991k | 22k | 45.41 |
| 2013-09-30 | $816k | 20k | 41.30 |
| 2013-06-30 | $861k | 21k | 41.25 |
| 2013-03-31 | $775k | 21k | 36.99 |
| 2012-12-31 | $715k | 21k | 34.19 |
| 2012-09-30 | $1.4M | 42k | 34.53 |
| 2012-06-30 | $784k | 23k | 33.44 |
| 2012-03-31 | $761k | 22k | 34.16 |
| 2011-12-31 | $576k | 21k | 27.56 |
| 2011-09-30 | $535k | 22k | 24.13 |
| 2011-06-30 | $606k | 22k | 28.07 |
| 2011-03-31 | $723k | 23k | 31.73 |
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