Wells Fargo & Company shares owned by Holistic Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 9.4k | 83.82 |
| 2025-06-30 | $752k | 9.4k | 80.12 |
| 2025-03-31 | $539k | 7.5k | 71.79 |
| 2024-12-31 | $508k | 7.2k | 70.24 |
| 2024-09-30 | $414k | 7.3k | 56.49 |
| 2024-06-30 | $263k | 4.5k | 57.96 |
| 2024-03-31 | $263k | 4.5k | 57.96 |