Wells Fargo & Company shares owned by Newton One Investments
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Newton One Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 310 | 83.69 |
| 2025-06-30 | $25k | 308 | 80.07 |
| 2025-03-31 | $22k | 306 | 71.83 |
| 2024-12-31 | $21k | 305 | 70.15 |
| 2024-06-30 | $18k | 301 | 59.38 |
| 2024-03-31 | $17k | 299 | 57.99 |
| 2023-12-31 | $15k | 297 | 49.27 |
| 2023-09-30 | $15k | 356 | 40.81 |
| 2023-06-30 | $15k | 353 | 42.63 |
| 2023-03-31 | $13k | 350 | 37.38 |
| 2022-12-31 | $15k | 350 | 41.29 |
| 2022-09-30 | $14k | 350 | 40.00 |
| 2022-06-30 | $14k | 350 | 40.00 |
| 2022-03-31 | $17k | 350 | 48.57 |
| 2021-12-31 | $17k | 350 | 48.57 |
| 2021-09-30 | $32k | 700 | 45.71 |
| 2021-06-30 | $32k | 700 | 45.71 |