Wells Fargo & Company shares owned by Lipe & Dalton
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lipe & Dalton
from 13F filings
Historical chart of Lipe & Dalton investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Lipe & Dalton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 16k | 80.10 |
| 2025-03-31 | $1.1M | 16k | 71.77 |
| 2024-12-31 | $1.2M | 17k | 70.26 |
| 2024-09-30 | $930k | 17k | 56.47 |
| 2024-06-30 | $978k | 17k | 59.39 |
| 2024-03-31 | $945k | 16k | 57.98 |
| 2023-12-31 | $852k | 17k | 49.25 |
| 2023-09-30 | $707k | 17k | 40.87 |
| 2023-06-30 | $738k | 17k | 42.66 |
| 2023-03-31 | $658k | 18k | 37.39 |
| 2022-12-31 | $727k | 18k | 41.31 |
| 2022-09-30 | $674k | 17k | 40.24 |
| 2022-06-30 | $617k | 16k | 39.17 |
| 2022-03-31 | $485k | 10k | 48.50 |
| 2021-12-31 | $417k | 8.7k | 47.93 |
| 2021-09-30 | $404k | 8.7k | 46.44 |
| 2021-06-30 | $419k | 9.3k | 45.30 |
| 2021-03-31 | $334k | 8.6k | 39.06 |
| 2020-12-31 | $216k | 7.2k | 30.21 |
| 2020-09-30 | $345k | 15k | 23.48 |
| 2020-06-30 | $376k | 15k | 25.59 |
| 2019-12-31 | $137k | 2.5k | 53.83 |
| 2019-09-30 | $136k | 2.7k | 50.46 |
| 2017-12-31 | $164k | 2.7k | 60.85 |
| 2016-06-30 | $195k | 4.1k | 47.33 |
| 2016-03-31 | $179k | 3.7k | 48.44 |
| 2015-12-31 | $201k | 3.7k | 54.40 |
| 2015-09-30 | $218k | 4.2k | 51.35 |
| 2015-06-30 | $239k | 4.2k | 56.30 |
| 2015-03-31 | $231k | 4.2k | 54.42 |
| 2014-12-31 | $233k | 4.2k | 54.89 |
| 2014-09-30 | $220k | 4.2k | 51.83 |
| 2014-06-30 | $227k | 4.3k | 52.67 |