Wells Fargo & Company shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.7k | 83.81 |
| 2025-06-30 | $301k | 3.8k | 80.13 |
| 2025-03-31 | $269k | 3.7k | 71.80 |
| 2024-12-31 | $259k | 3.7k | 70.25 |
| 2024-09-30 | $208k | 3.7k | 56.49 |
| 2024-06-30 | $217k | 3.6k | 59.40 |
| 2024-03-31 | $211k | 3.6k | 57.96 |