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Wells Fargo & Company shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 117k 57.96
2023-12-31 $2.2M 46k 49.22
2023-09-30 $1.8M 44k 40.86
2023-06-30 $3.3M 77k 42.68
2023-03-31 $2.9M 77k 37.38
2022-12-31 $3.1M 74k 41.29
2022-09-30 $3.0M 75k 40.22
2022-06-30 $2.9M 74k 39.17
2022-03-31 $3.5M 72k 48.46
2021-12-31 $3.5M 72k 47.98
2021-09-30 $3.4M 72k 46.41
2021-06-30 $3.3M 73k 45.30
2021-03-31 $2.1M 54k 39.07
2020-12-31 $1.6M 54k 30.19
2020-09-30 $1.2M 50k 23.52
2020-06-30 $1.4M 56k 25.60
2020-03-31 $1.4M 50k 28.71
2019-12-31 $2.9M 54k 53.80
2019-09-30 $2.7M 54k 50.43
2019-06-30 $2.6M 55k 47.32
2019-03-31 $2.7M 57k 48.33
2018-12-31 $2.5M 55k 46.08
2018-09-30 $2.9M 55k 52.57
2018-06-30 $3.2M 58k 55.44
2018-03-31 $3.1M 59k 52.41
2017-12-31 $3.5M 58k 60.68
2017-09-30 $3.3M 59k 55.14
2017-06-30 $3.4M 61k 55.41
2017-03-31 $3.3M 59k 55.67
2016-12-31 $3.3M 59k 55.11
2016-09-30 $2.5M 56k 44.28
2016-06-30 $2.7M 57k 47.33
2016-03-31 $2.6M 54k 48.36
2015-12-31 $2.9M 54k 54.37
2015-09-30 $2.8M 54k 51.35
2015-06-30 $3.2M 59k 54.39