Wells Fargo & Company shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Perennial Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $556k | 9.4k | 59.38 |
2024-03-31 | $650k | 11k | 57.96 |
2023-09-30 | $485k | 12k | 40.86 |
2023-06-30 | $493k | 12k | 42.68 |
2023-03-31 | $438k | 12k | 37.38 |
2022-12-31 | $488k | 12k | 41.29 |
2022-09-30 | $474k | 12k | 40.21 |
2022-06-30 | $456k | 12k | 39.10 |
2022-03-31 | $594k | 12k | 48.57 |
2021-12-31 | $597k | 12k | 48.05 |
2021-09-30 | $341k | 7.3k | 46.59 |
2021-06-30 | $345k | 7.6k | 45.31 |
2021-03-31 | $331k | 8.5k | 39.05 |
2020-12-31 | $208k | 6.9k | 30.19 |
2020-06-30 | $322k | 13k | 25.59 |
2020-03-31 | $435k | 15k | 28.58 |
More positions owned by Perennial Investment Advisors
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