Wells Fargo & Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 4.2k | 83.82 |
| 2025-06-30 | $277k | 3.5k | 80.12 |
| 2025-03-31 | $276k | 3.8k | 71.79 |
| 2024-12-31 | $283k | 4.0k | 70.24 |
| 2024-09-30 | $248k | 4.4k | 56.49 |
| 2024-06-30 | $276k | 4.6k | 59.39 |
| 2024-03-31 | $265k | 4.6k | 57.96 |
| 2023-12-31 | $230k | 4.7k | 49.22 |
| 2022-03-31 | $254k | 5.2k | 48.39 |
| 2021-12-31 | $257k | 5.3k | 48.06 |
| 2021-09-30 | $250k | 5.4k | 46.67 |
| 2021-03-31 | $304k | 7.8k | 39.06 |
| 2020-12-31 | $202k | 6.7k | 30.23 |