Wells Fargo & Company shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 35k | 80.87 |
| 2025-06-30 | $2.8M | 35k | 80.12 |
| 2025-03-31 | $2.0M | 35k | 56.49 |
| 2024-12-31 | $2.5M | 35k | 70.19 |
| 2024-09-30 | $2.0M | 35k | 56.49 |
| 2024-06-30 | $2.1M | 35k | 60.59 |
| 2024-03-31 | $2.0M | 35k | 57.96 |
| 2023-12-31 | $1.7M | 35k | 49.22 |
| 2023-09-30 | $1.4M | 35k | 40.86 |
| 2023-06-30 | $1.5M | 35k | 42.68 |
| 2022-12-31 | $1.5M | 35k | 41.29 |
| 2022-09-30 | $1.4M | 36k | 40.22 |
| 2022-06-30 | $1.4M | 36k | 39.92 |
| 2022-03-31 | $1.7M | 36k | 48.46 |
| 2021-12-31 | $1.7M | 36k | 47.98 |
| 2021-09-30 | $1.6M | 35k | 46.41 |
| 2021-06-30 | $1.6M | 35k | 45.41 |
| 2021-03-31 | $1.4M | 36k | 39.63 |
| 2020-12-31 | $1.1M | 36k | 30.18 |
| 2020-09-30 | $856k | 36k | 23.51 |
| 2020-06-30 | $933k | 36k | 25.60 |
| 2020-03-31 | $978k | 37k | 26.57 |
| 2019-12-31 | $1.7M | 37k | 47.12 |