Wells Fargo & Company shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $946k | 16k | 57.96 |
| 2023-12-31 | $802k | 16k | 49.22 |
| 2023-09-30 | $678k | 17k | 40.86 |
| 2023-06-30 | $703k | 17k | 42.68 |
| 2023-03-31 | $614k | 16k | 37.38 |
| 2022-12-31 | $681k | 17k | 41.29 |
| 2022-09-30 | $424k | 11k | 40.24 |
| 2022-06-30 | $494k | 13k | 39.16 |
| 2022-03-31 | $669k | 14k | 48.47 |
| 2021-12-31 | $655k | 14k | 47.99 |
| 2021-09-30 | $626k | 14k | 46.40 |
| 2021-06-30 | $604k | 13k | 45.29 |
| 2021-03-31 | $590k | 15k | 39.09 |
| 2020-12-31 | $410k | 14k | 30.16 |
| 2020-09-30 | $320k | 14k | 23.54 |
| 2020-06-30 | $188k | 7.4k | 25.57 |
| 2020-03-31 | $130k | 4.5k | 28.62 |
| 2019-12-31 | $77k | 1.4k | 53.47 |
| 2019-09-30 | $73k | 1.4k | 50.69 |
| 2019-06-30 | $68k | 1.4k | 47.22 |
| 2019-03-31 | $70k | 1.4k | 48.61 |
| 2018-12-31 | $53k | 1.2k | 46.01 |
| 2018-09-30 | $194k | 3.7k | 52.50 |
| 2018-06-30 | $214k | 3.9k | 55.51 |
| 2018-03-31 | $211k | 4.0k | 52.31 |
| 2017-12-31 | $306k | 5.0k | 60.71 |
| 2017-09-30 | $371k | 6.7k | 55.09 |
| 2017-06-30 | $384k | 6.9k | 55.34 |
| 2017-03-31 | $449k | 8.2k | 55.09 |
| 2016-12-31 | $449k | 8.2k | 55.09 |
| 2016-09-30 | $426k | 9.6k | 44.25 |
| 2016-06-30 | $956k | 20k | 47.32 |
| 2016-03-31 | $355k | 7.3k | 48.42 |
| 2015-12-31 | $313k | 5.8k | 54.28 |
| 2015-09-30 | $142k | 2.8k | 51.37 |
| 2014-03-31 | $274k | 5.5k | 49.74 |
| 2013-12-31 | $240k | 5.3k | 45.48 |
| 2013-09-30 | $244k | 5.9k | 41.33 |