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Wells Fargo & Company shares owned by Osterweis Capital Management

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

Historical chart of Osterweis Capital Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $684k 14k 49.22
2023-09-30 $568k 14k 40.86
2023-06-30 $593k 14k 42.68
2023-03-31 $519k 14k 37.38
2022-12-31 $574k 14k 41.29
2022-09-30 $559k 14k 40.23
2022-06-30 $544k 14k 39.15
2022-03-31 $673k 14k 48.43
2021-12-31 $666k 14k 47.93
2021-09-30 $645k 14k 46.42
2021-06-30 $442k 9.8k 45.31
2021-03-31 $381k 9.8k 39.06
2020-12-31 $294k 9.8k 30.14
2020-09-30 $229k 9.8k 23.48
2020-06-30 $250k 9.8k 25.63
2020-03-31 $282k 9.8k 28.73
2019-12-31 $550k 10k 53.85
2019-09-30 $554k 11k 50.47
2019-06-30 $515k 11k 47.40
2019-03-31 $522k 11k 48.30
2018-12-31 $498k 11k 46.08
2018-09-30 $726k 14k 52.58
2018-06-30 $707k 13k 55.43
2018-03-31 $668k 13k 52.37
2017-12-31 $592k 9.8k 60.69
2017-09-30 $538k 9.8k 55.15
2017-06-30 $541k 9.8k 55.46
2017-03-31 $543k 9.8k 55.66
2016-12-31 $582k 11k 55.14
2016-09-30 $467k 11k 44.24
2016-06-30 $500k 11k 47.37
2016-03-31 $511k 11k 48.41
2015-12-31 $573k 11k 54.29
2015-09-30 $542k 11k 51.35
2015-06-30 $594k 11k 56.28
2015-03-31 $575k 11k 54.48
2014-12-31 $581k 11k 54.85
2014-09-30 $547k 11k 51.82
2014-06-30 $513k 9.8k 52.59
2014-03-31 $485k 9.8k 49.72
2013-12-31 $443k 9.8k 45.41
2013-09-30 $479k 11k 42.87
2013-06-30 $462k 11k 41.31
2012-09-30 $437k 13k 34.41
2012-06-30 $423k 13k 33.36
2012-03-31 $433k 13k 34.14
2011-09-30 $305k 13k 24.23
2011-06-30 $354k 13k 28.09