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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Osterweis Capital Management
View all positions for Osterweis Capital Management