Wells Fargo & Company shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 6.2k | 83.82 |
| 2025-06-30 | $575k | 7.2k | 80.12 |
| 2024-12-31 | $447k | 6.4k | 70.24 |
| 2024-09-30 | $359k | 6.4k | 56.49 |
| 2024-06-30 | $385k | 6.5k | 59.39 |
| 2024-03-31 | $317k | 5.5k | 57.96 |
| 2023-12-31 | $396k | 8.0k | 49.22 |
| 2023-09-30 | $327k | 8.0k | 40.86 |
| 2023-06-30 | $342k | 8.0k | 42.68 |
| 2023-03-31 | $352k | 9.4k | 37.38 |
| 2022-12-31 | $389k | 9.4k | 41.29 |
| 2022-09-30 | $221k | 5.5k | 40.20 |
| 2022-06-30 | $224k | 5.7k | 39.11 |
| 2022-03-31 | $285k | 5.9k | 48.40 |
| 2021-12-31 | $1.7M | 36k | 47.99 |
| 2021-09-30 | $1.6M | 35k | 46.42 |
| 2021-06-30 | $1.5M | 33k | 45.28 |
| 2021-03-31 | $1.2M | 32k | 39.06 |
| 2020-12-31 | $229k | 7.6k | 30.14 |
| 2020-03-31 | $218k | 7.6k | 28.73 |
| 2019-12-31 | $408k | 7.6k | 53.78 |
| 2019-09-30 | $381k | 7.6k | 50.42 |
| 2019-06-30 | $471k | 9.9k | 47.37 |
| 2019-03-31 | $529k | 11k | 48.28 |
| 2018-12-31 | $400k | 8.7k | 46.14 |
| 2018-09-30 | $456k | 8.7k | 52.60 |
| 2018-06-30 | $481k | 8.7k | 55.48 |
| 2018-03-31 | $464k | 8.9k | 52.43 |
| 2017-12-31 | $555k | 9.2k | 60.66 |
| 2017-09-30 | $505k | 9.2k | 55.19 |
| 2017-06-30 | $507k | 9.2k | 55.41 |
| 2017-03-31 | $499k | 9.0k | 55.67 |
| 2016-12-31 | $494k | 9.0k | 55.12 |
| 2016-09-30 | $397k | 9.0k | 44.26 |
| 2016-06-30 | $438k | 9.3k | 47.28 |
| 2016-03-31 | $440k | 9.1k | 48.35 |
| 2015-12-31 | $495k | 9.1k | 54.40 |
| 2015-09-30 | $467k | 9.1k | 51.32 |
| 2015-06-30 | $512k | 9.1k | 56.26 |
| 2015-03-31 | $495k | 9.1k | 54.40 |
| 2014-12-31 | $499k | 9.1k | 54.84 |
| 2014-09-30 | $472k | 9.1k | 51.87 |
| 2014-06-30 | $478k | 9.1k | 52.53 |
| 2014-03-31 | $453k | 9.1k | 49.78 |
More positions owned by Occidental Asset Management
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