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Wells Fargo & Company shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 75k 58.03
2023-12-31 $3.7M 75k 49.22
2023-09-30 $3.1M 75k 40.86
2023-06-30 $3.2M 75k 42.68
2023-03-31 $2.8M 75k 37.38
2022-12-31 $2.5M 61k 41.29
2022-09-30 $2.2M 55k 40.22
2022-06-30 $2.1M 55k 39.16
2022-03-31 $2.6M 54k 48.45
2021-12-31 $2.6M 54k 47.97
2021-09-30 $2.5M 54k 46.40
2021-06-30 $2.5M 54k 45.29
2021-03-31 $2.1M 54k 39.06
2020-12-31 $121k 4.0k 30.14
2020-09-30 $9.0k 377 23.87
2020-06-30 $10k 386 25.91
2020-03-31 $11k 379 28.66
2019-12-31 $20k 382 52.36