Wells Fargo & Company shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by LLBH Private Wealth Management 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 LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $627k | 11k | 59.39 |
| 2024-03-31 | $2.7M | 46k | 57.96 |
| 2023-12-31 | $2.3M | 46k | 49.22 |
| 2023-09-30 | $428k | 11k | 40.86 |
| 2023-06-30 | $395k | 11k | 37.38 |
| 2023-03-31 | $395k | 11k | 37.38 |
| 2022-12-31 | $436k | 11k | 41.29 |
| 2022-09-30 | $417k | 10k | 40.24 |
| 2022-06-30 | $413k | 11k | 39.15 |
| 2022-03-31 | $502k | 10k | 48.44 |
| 2021-12-31 | $815k | 21k | 39.10 |
| 2021-09-30 | $659k | 14k | 46.41 |
| 2021-06-30 | $473k | 10k | 45.28 |
| 2021-03-31 | $406k | 10k | 39.05 |
| 2020-12-31 | $314k | 10k | 30.20 |
| 2020-09-30 | $256k | 11k | 23.55 |
| 2020-06-30 | $319k | 13k | 25.61 |
| 2020-03-31 | $354k | 12k | 28.67 |
| 2019-12-31 | $553k | 10k | 53.79 |
| 2019-09-30 | $595k | 12k | 50.47 |
| 2019-06-30 | $395 | 4.0M | 0.00 |
| 2019-03-31 | $494k | 10k | 48.36 |
| 2018-12-31 | $471k | 10k | 46.11 |
| 2018-09-30 | $537k | 10k | 52.57 |
| 2018-06-30 | $608k | 11k | 55.42 |
| 2018-03-31 | $526k | 10k | 52.39 |
| 2017-12-31 | $613k | 10k | 61.06 |
| 2017-09-30 | $554k | 10k | 55.18 |
| 2017-06-30 | $556k | 10k | 55.38 |
| 2017-03-31 | $462k | 8.3k | 55.66 |
More positions owned by LLBH Private Wealth Management
View all positions for LLBH Private Wealth Management