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Wells Fargo & Company shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $21k 536 39.18
2022-03-31 $26k 536 48.51
2021-12-31 $26k 536 48.51
2021-09-30 $25k 536 46.64
2021-06-30 $24k 536 44.78
2019-12-31 $31k 576 53.82
2019-06-30 $39k 818 47.68
2019-03-31 $39k 818 47.68
2018-12-31 $10k 213 46.95