Wells Fargo & Company shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $323k | 7.9k | 40.86 |
| 2023-06-30 | $1.0M | 24k | 42.68 |
| 2023-03-31 | $241k | 6.5k | 37.38 |
| 2022-03-31 | $723k | 15k | 48.45 |
| 2021-12-31 | $290k | 6.0k | 48.01 |
| 2021-09-30 | $263k | 5.7k | 46.43 |
| 2021-06-30 | $362k | 8.0k | 45.33 |
| 2021-03-31 | $230k | 5.9k | 39.09 |
| 2020-06-30 | $1.0M | 39k | 25.60 |
| 2019-12-31 | $215k | 4.0k | 53.91 |
| 2019-03-31 | $240k | 5.0k | 48.27 |
| 2018-12-31 | $250k | 5.4k | 46.02 |
| 2018-09-30 | $323k | 6.2k | 52.50 |
| 2018-06-30 | $220k | 4.0k | 55.54 |
| 2018-03-31 | $281k | 5.4k | 52.32 |
| 2017-12-31 | $510k | 8.4k | 60.71 |