Wells Fargo & Company shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.5M | 58k | 42.68 |
| 2023-03-31 | $1.9M | 51k | 37.38 |
| 2022-12-31 | $2.1M | 51k | 41.29 |
| 2022-09-30 | $2.1M | 51k | 40.21 |
| 2022-06-30 | $1.9M | 48k | 39.17 |
| 2022-03-31 | $2.3M | 47k | 48.46 |
| 2021-12-31 | $2.6M | 55k | 47.97 |
| 2021-09-30 | $2.5M | 55k | 46.42 |
| 2021-06-30 | $3.0M | 67k | 45.28 |
| 2021-03-31 | $2.6M | 66k | 39.08 |
| 2020-12-31 | $1.9M | 65k | 30.18 |
| 2020-09-30 | $1.8M | 78k | 23.51 |
| 2020-06-30 | $506k | 11k | 47.31 |
| 2020-03-31 | $581k | 12k | 48.34 |
| 2019-12-31 | $350k | 7.2k | 48.28 |
| 2019-09-30 | $537k | 11k | 50.47 |
| 2019-06-30 | $506k | 11k | 47.31 |
| 2019-03-31 | $581k | 12k | 48.34 |
| 2018-12-31 | $554k | 12k | 46.10 |
| 2018-09-30 | $716k | 14k | 52.58 |
| 2018-06-30 | $743k | 13k | 55.43 |
| 2018-03-31 | $719k | 14k | 52.42 |
| 2017-12-31 | $805k | 13k | 60.66 |
| 2017-09-30 | $727k | 13k | 55.14 |
| 2017-06-30 | $732k | 13k | 55.43 |
| 2017-03-31 | $862k | 16k | 55.68 |
| 2016-12-31 | $861k | 16k | 55.09 |
| 2016-09-30 | $475k | 11k | 44.26 |
| 2016-06-30 | $511k | 11k | 47.31 |
| 2016-03-31 | $524k | 11k | 48.34 |
| 2015-12-31 | $599k | 11k | 54.36 |
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