Wells Fargo & Company shares owned by Lido Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 256k | 83.82 |
| 2025-06-30 | $14M | 175k | 80.12 |
| 2025-03-31 | $14M | 197k | 71.79 |
| 2024-12-31 | $9.7M | 137k | 70.24 |
| 2024-09-30 | $7.7M | 137k | 56.49 |
| 2024-06-30 | $7.6M | 127k | 59.39 |
| 2024-03-31 | $6.8M | 118k | 57.96 |
| 2023-12-31 | $6.0M | 123k | 49.22 |
| 2023-09-30 | $4.9M | 120k | 40.86 |
| 2023-06-30 | $5.0M | 118k | 42.68 |
| 2023-03-31 | $8.8M | 235k | 37.38 |
| 2022-12-31 | $6.0M | 146k | 41.29 |
| 2022-09-30 | $7.9M | 197k | 40.20 |
| 2022-06-30 | $2.4M | 62k | 39.17 |
| 2022-03-31 | $5.5M | 114k | 48.45 |
| 2021-12-31 | $3.3M | 69k | 47.97 |
| 2021-09-30 | $3.1M | 998 | 3114.23 |
| 2021-06-30 | $3.7M | 81k | 45.30 |
| 2021-03-31 | $449k | 12k | 39.04 |
| 2020-12-31 | $286k | 9.5k | 30.11 |
| 2020-09-30 | $736k | 31k | 23.52 |
| 2020-06-30 | $4.9M | 191k | 25.60 |
| 2020-03-31 | $3.3M | 114k | 28.70 |
| 2019-12-31 | $3.0M | 55k | 53.81 |
| 2019-09-30 | $2.7M | 53k | 50.44 |
| 2019-06-30 | $2.5M | 52k | 47.31 |
| 2019-03-31 | $3.4M | 69k | 48.31 |
| 2018-12-31 | $2.8M | 60k | 46.07 |
| 2018-09-30 | $3.1M | 59k | 52.56 |
| 2018-06-30 | $2.8M | 50k | 55.42 |
| 2018-03-31 | $2.6M | 49k | 52.40 |
| 2017-12-31 | $2.8M | 46k | 60.66 |
| 2017-09-30 | $2.5M | 45k | 56.13 |
| 2017-06-30 | $2.1M | 38k | 55.41 |
| 2017-03-31 | $2.1M | 38k | 55.04 |
| 2016-12-31 | $2.1M | 39k | 55.12 |
| 2016-09-30 | $1.1M | 25k | 44.29 |
| 2016-06-30 | $1.4M | 30k | 47.33 |
| 2016-03-31 | $1.3M | 27k | 48.36 |