Wells Fargo & Company shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 6.1k | 83.82 |
| 2025-06-30 | $510k | 6.1k | 83.87 |
| 2025-03-31 | $511k | 7.1k | 72.24 |
| 2024-12-31 | $534k | 7.1k | 75.45 |
| 2024-09-30 | $400k | 7.1k | 56.49 |
| 2024-06-30 | $420k | 7.1k | 59.39 |
| 2024-03-31 | $411k | 7.1k | 57.96 |
| 2023-12-31 | $331k | 7.1k | 46.77 |
| 2023-09-30 | $356k | 9.1k | 39.19 |
| 2023-06-30 | $319k | 7.5k | 42.68 |
| 2023-03-31 | $410k | 11k | 37.38 |
| 2022-12-31 | $453k | 11k | 41.28 |
| 2022-09-30 | $596k | 15k | 40.22 |
| 2022-06-30 | $580k | 15k | 39.14 |
| 2022-03-31 | $718k | 15k | 48.46 |
| 2021-12-31 | $711k | 15k | 47.99 |
More positions owned by Kathleen S. Wright Associates
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