Wells Fargo & Company shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $1.0M | 14k | 71.79 |
| 2024-12-31 | $984k | 14k | 70.24 |
| 2024-09-30 | $814k | 14k | 56.49 |
| 2024-06-30 | $856k | 14k | 59.39 |
| 2024-03-31 | $835k | 14k | 57.96 |
| 2023-12-31 | $704k | 14k | 49.22 |
| 2023-09-30 | $584k | 14k | 40.86 |
| 2023-06-30 | $610k | 14k | 42.68 |
| 2023-03-31 | $536k | 14k | 37.38 |
| 2022-12-31 | $597k | 15k | 41.29 |
| 2022-03-31 | $222k | 4.6k | 48.56 |
| 2019-12-31 | $276k | 5.1k | 53.84 |