Wells Fargo & Company shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 25k | 83.82 |
| 2025-06-30 | $2.0M | 25k | 80.12 |
| 2025-03-31 | $1.8M | 25k | 71.79 |
| 2024-12-31 | $1.8M | 26k | 70.24 |
| 2024-09-30 | $1.5M | 26k | 56.49 |
| 2024-06-30 | $1.6M | 27k | 59.39 |
| 2024-03-31 | $1.6M | 27k | 57.96 |
| 2023-12-31 | $1.4M | 28k | 49.22 |
| 2023-09-30 | $1.1M | 28k | 40.86 |
| 2023-06-30 | $1.2M | 27k | 42.68 |
| 2023-03-31 | $1.0M | 27k | 37.38 |
| 2022-12-31 | $1.1M | 28k | 41.29 |
| 2022-09-30 | $1.0M | 26k | 40.22 |
| 2022-06-30 | $1.0M | 26k | 39.17 |
| 2022-03-31 | $1.2M | 24k | 48.42 |
| 2021-12-31 | $1.2M | 24k | 48.00 |
| 2021-09-30 | $1.1M | 24k | 46.41 |
| 2021-06-30 | $1.1M | 24k | 45.28 |
| 2021-03-31 | $930k | 24k | 39.05 |
| 2020-12-31 | $719k | 24k | 30.19 |
| 2020-09-30 | $470k | 20k | 23.50 |
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