Wells Fargo & Company shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 182k | 83.82 |
| 2025-06-30 | $15M | 182k | 80.12 |
| 2025-03-31 | $13M | 182k | 71.79 |
| 2024-12-31 | $13M | 183k | 70.24 |
| 2024-09-30 | $5.5M | 97k | 56.49 |
| 2024-06-30 | $6.7M | 112k | 59.39 |
| 2024-03-31 | $6.3M | 109k | 57.96 |
| 2023-12-31 | $4.0M | 81k | 49.22 |
| 2023-09-30 | $3.3M | 81k | 40.86 |
| 2023-06-30 | $3.5M | 83k | 42.68 |
| 2023-03-31 | $3.2M | 86k | 37.38 |
| 2022-12-31 | $3.6M | 88k | 41.29 |
| 2022-09-30 | $3.7M | 92k | 40.22 |
| 2022-06-30 | $2.6M | 66k | 39.17 |
| 2022-03-31 | $3.1M | 65k | 48.46 |
| 2021-12-31 | $3.2M | 66k | 47.98 |
| 2021-09-30 | $3.2M | 68k | 46.40 |
| 2021-06-30 | $3.0M | 67k | 45.29 |
| 2021-03-31 | $2.3M | 58k | 39.08 |
| 2020-12-31 | $1.5M | 51k | 30.17 |
| 2020-09-30 | $1.3M | 55k | 23.51 |
| 2020-06-30 | $1.6M | 64k | 25.60 |
| 2020-03-31 | $6.1M | 213k | 28.70 |
| 2019-12-31 | $12M | 214k | 53.80 |
| 2019-09-30 | $11M | 212k | 50.44 |
| 2019-06-30 | $11M | 223k | 47.32 |
| 2019-03-31 | $11M | 221k | 48.32 |
| 2018-12-31 | $9.7M | 211k | 46.08 |
| 2018-09-30 | $11M | 208k | 52.56 |
| 2018-06-30 | $12M | 210k | 55.44 |
| 2018-03-31 | $11M | 210k | 52.41 |
| 2017-12-31 | $13M | 211k | 60.67 |
| 2017-09-30 | $12M | 223k | 55.15 |
| 2017-06-30 | $12M | 222k | 55.41 |
| 2017-03-31 | $12M | 211k | 55.66 |
| 2016-12-31 | $12M | 219k | 55.11 |
| 2016-09-30 | $10M | 225k | 44.28 |
| 2016-06-30 | $11M | 231k | 47.33 |
| 2016-03-31 | $12M | 243k | 48.36 |
| 2015-12-31 | $9.7M | 179k | 54.36 |
| 2015-09-30 | $2.0M | 40k | 51.34 |
| 2015-06-30 | $2.2M | 39k | 56.23 |
| 2015-03-31 | $2.1M | 38k | 54.41 |
| 2014-12-31 | $2.0M | 37k | 54.81 |
| 2014-09-30 | $13M | 240k | 52.56 |
| 2014-06-30 | $13M | 240k | 52.56 |
| 2014-03-31 | $16M | 326k | 49.74 |
| 2013-12-31 | $15M | 323k | 45.40 |
| 2013-09-30 | $14M | 330k | 41.32 |
| 2013-06-30 | $13M | 306k | 41.27 |
| 2013-03-31 | $11M | 300k | 36.99 |
| 2012-12-31 | $9.1M | 266k | 34.18 |
| 2012-09-30 | $7.2M | 209k | 34.53 |
| 2012-06-30 | $6.9M | 207k | 33.44 |
| 2012-03-31 | $6.2M | 183k | 34.14 |
| 2011-12-31 | $401k | 15k | 27.58 |
| 2011-09-30 | $360k | 15k | 24.09 |
| 2011-06-30 | $463k | 17k | 28.08 |
| 2011-03-31 | $233k | 7.4k | 31.65 |