Wells Fargo & Company shares owned by PDS Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by PDS Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 83.82 |
| 2025-06-30 | $1.0M | 13k | 80.12 |
| 2025-03-31 | $852k | 12k | 71.79 |
| 2024-12-31 | $711k | 10k | 70.24 |
| 2024-09-30 | $562k | 9.9k | 56.49 |
| 2024-03-31 | $486k | 8.4k | 57.96 |
| 2023-12-31 | $385k | 7.8k | 49.22 |
| 2023-09-30 | $366k | 9.0k | 40.86 |
| 2023-06-30 | $371k | 8.7k | 42.68 |
| 2023-03-31 | $304k | 8.1k | 37.38 |
| 2022-12-31 | $222k | 5.4k | 41.29 |
| 2022-03-31 | $207k | 4.3k | 48.51 |
| 2021-12-31 | $201k | 4.2k | 48.09 |