Wells Fargo & Company shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $461k | 9.5k | 48.75 |
| 2021-12-31 | $15k | 318 | 47.17 |
| 2021-09-30 | $68k | 1.5k | 46.48 |
| 2021-06-30 | $77k | 1.7k | 45.37 |
| 2021-03-31 | $61k | 1.6k | 39.35 |
| 2020-12-31 | $87k | 2.9k | 30.29 |
| 2020-09-30 | $21k | 889 | 23.62 |
| 2020-06-30 | $23k | 889 | 25.87 |
| 2020-03-31 | $34k | 1.2k | 28.64 |
| 2019-12-31 | $95k | 1.8k | 53.58 |
| 2019-09-30 | $76k | 1.5k | 50.63 |
| 2019-06-30 | $29k | 613 | 47.31 |
| 2019-03-31 | $128k | 2.7k | 48.14 |
| 2018-12-31 | $120k | 2.6k | 45.92 |
| 2018-09-30 | $242k | 4.6k | 52.46 |
| 2018-06-30 | $17k | 315 | 53.97 |
| 2018-03-31 | $26k | 493 | 52.74 |
| 2017-12-31 | $6.0k | 98 | 61.22 |
| 2017-03-31 | $17k | 305 | 55.74 |
| 2016-12-31 | $17k | 305 | 55.74 |
| 2016-09-30 | $16k | 365 | 43.84 |
| 2016-06-30 | $22k | 463 | 47.52 |
| 2016-03-31 | $22k | 463 | 47.52 |
| 2015-12-31 | $69k | 1.3k | 54.59 |
| 2015-09-30 | $74k | 1.5k | 51.03 |
| 2015-06-30 | $53k | 950 | 55.79 |
| 2015-03-31 | $76k | 1.4k | 54.09 |
| 2014-12-31 | $77k | 1.4k | 54.80 |
| 2014-09-30 | $47k | 910 | 51.65 |
| 2014-06-30 | $48k | 910 | 52.75 |
| 2014-03-31 | $45k | 910 | 49.45 |
| 2013-12-31 | $28k | 616 | 45.45 |
| 2013-09-30 | $6.0k | 138 | 43.48 |
| 2013-06-30 | $6.0k | 138 | 43.48 |