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
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Lido Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $2.1M | 55k | 39.07 |
2020-12-31 | $1.6M | 54k | 30.18 |
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 |