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Wells Fargo & Company shares owned by LifePlan Financial

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 7.1k 56.49
2024-06-30 $717k 12k 59.39
2024-03-31 $1.1M 18k 57.96
2023-12-31 $989k 20k 49.22