Wells Fargo & Company shares owned by Kozak & Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 226 | 83.48 |
| 2025-06-30 | $18k | 225 | 81.76 |
| 2025-03-31 | $14k | 224 | 63.02 |
| 2024-12-31 | $16k | 223 | 71.17 |
| 2024-09-30 | $14k | 221 | 64.01 |
| 2024-06-30 | $13k | 220 | 60.63 |
| 2024-03-31 | $13k | 219 | 60.95 |
| 2023-12-31 | $10k | 217 | 46.88 |
| 2023-09-30 | $8.6k | 216 | 39.61 |
| 2023-06-30 | $9.3k | 214 | 43.36 |
| 2023-03-31 | $7.9k | 212 | 37.42 |
| 2022-12-31 | $9.0k | 221 | 40.72 |
| 2022-09-30 | $9.0k | 221 | 40.72 |
| 2022-06-30 | $9.0k | 219 | 41.10 |
| 2022-03-31 | $8.0k | 168 | 47.62 |
| 2021-12-31 | $8.0k | 168 | 47.62 |
| 2021-09-30 | $19k | 367 | 51.77 |