Wells Fargo & Company shares owned by Lee Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $537k | 11k | 49.23 |
| 2023-09-30 | $440k | 11k | 40.86 |
| 2023-06-30 | $1.2M | 29k | 42.68 |
| 2023-03-31 | $1.1M | 30k | 37.38 |
| 2022-12-31 | $1.4M | 34k | 41.29 |
| 2022-09-30 | $1.4M | 34k | 40.40 |
| 2022-06-30 | $1.3M | 33k | 39.26 |
| 2022-03-31 | $1.6M | 33k | 48.45 |
| 2021-12-31 | $1.6M | 33k | 47.98 |
| 2021-09-30 | $1.5M | 33k | 46.40 |
| 2021-06-30 | $1.5M | 33k | 45.28 |
| 2021-03-31 | $1.3M | 33k | 39.09 |
| 2020-12-31 | $23k | 750 | 30.67 |
| 2020-09-30 | $18k | 750 | 24.00 |
| 2020-06-30 | $19k | 750 | 25.33 |
| 2020-03-31 | $38k | 1.3k | 28.90 |
| 2019-12-31 | $70k | 1.3k | 53.89 |
| 2019-09-30 | $65k | 1.3k | 50.51 |
| 2019-06-30 | $60k | 1.3k | 47.10 |
| 2019-03-31 | $61k | 1.3k | 48.34 |
| 2018-12-31 | $116k | 2.5k | 46.27 |
| 2018-09-30 | $132k | 2.5k | 52.65 |
| 2018-06-30 | $26k | 470 | 55.32 |
| 2018-03-31 | $25k | 468 | 53.42 |
| 2017-06-30 | $3.0k | 50 | 60.00 |