Wells Fargo & Company shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.0M | 114k | 70.24 |
| 2024-09-30 | $322k | 5.7k | 56.49 |
| 2024-06-30 | $327k | 5.5k | 59.39 |
| 2024-03-31 | $302k | 5.2k | 57.96 |
| 2023-12-31 | $303k | 6.2k | 49.22 |
| 2023-09-30 | $730k | 18k | 40.86 |
| 2023-06-30 | $553k | 13k | 42.68 |
| 2023-03-31 | $763k | 20k | 37.38 |
| 2022-12-31 | $744k | 18k | 41.30 |
| 2022-09-30 | $475k | 12k | 40.23 |
| 2019-03-31 | $380k | 7.9k | 48.36 |
| 2018-12-31 | $388k | 8.4k | 46.06 |
| 2018-09-30 | $479k | 9.1k | 52.56 |
| 2018-06-30 | $456k | 8.2k | 55.47 |
| 2018-03-31 | $577k | 11k | 52.43 |
| 2017-12-31 | $679k | 11k | 60.65 |
| 2017-09-30 | $619k | 11k | 55.18 |
| 2017-06-30 | $641k | 12k | 55.38 |
| 2017-03-31 | $715k | 13k | 55.67 |
| 2016-12-31 | $675k | 12k | 55.08 |
| 2016-09-30 | $921k | 21k | 44.28 |
| 2016-06-30 | $2.5M | 53k | 47.33 |
| 2016-03-31 | $4.1M | 85k | 48.36 |
| 2015-12-31 | $4.7M | 86k | 54.36 |
| 2015-09-30 | $4.5M | 88k | 51.36 |
| 2015-06-30 | $4.8M | 86k | 56.24 |
| 2015-03-31 | $5.2M | 96k | 54.40 |
| 2014-12-31 | $5.3M | 98k | 54.82 |
| 2014-09-30 | $4.9M | 94k | 51.87 |
| 2014-06-30 | $5.0M | 95k | 52.56 |
| 2014-03-31 | $3.0M | 61k | 49.74 |
| 2013-12-31 | $1.4M | 31k | 45.41 |
| 2013-09-30 | $557k | 14k | 41.35 |
| 2012-03-31 | $203k | 6.0k | 34.12 |