Wells Fargo & Company shares owned by Lakeside Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lakeside Advisors
from 13F filings
Historical chart of Lakeside Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Lakeside Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Lakeside Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $414k | 8.4k | 49.22 |
| 2023-09-30 | $352k | 8.6k | 40.86 |
| 2023-06-30 | $418k | 9.8k | 42.68 |
| 2023-03-31 | $441k | 12k | 37.38 |
| 2022-12-31 | $523k | 13k | 41.29 |
| 2022-09-30 | $509k | 13k | 40.21 |
| 2022-06-30 | $500k | 13k | 39.19 |
| 2022-03-31 | $618k | 13k | 48.44 |
| 2021-12-31 | $619k | 13k | 47.95 |