Wells Fargo & Company shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 147k | 83.82 |
| 2025-06-30 | $11M | 135k | 80.12 |
| 2025-03-31 | $11M | 147k | 71.79 |
| 2024-12-31 | $15M | 197k | 75.95 |
| 2024-09-30 | $11M | 193k | 56.49 |
| 2023-12-31 | $9.5M | 194k | 49.22 |
| 2023-09-30 | $7.9M | 192k | 40.86 |
| 2023-06-30 | $7.9M | 186k | 42.68 |
| 2023-03-31 | $4.5M | 121k | 37.38 |
| 2022-12-31 | $5.0M | 122k | 41.29 |
| 2022-09-30 | $4.2M | 105k | 40.22 |
| 2022-06-30 | $3.9M | 101k | 39.17 |
| 2022-03-31 | $4.9M | 100k | 48.46 |
| 2021-12-31 | $4.7M | 97k | 47.98 |
| 2021-09-30 | $4.2M | 90k | 46.41 |
| 2021-06-30 | $4.0M | 88k | 45.29 |
| 2021-03-31 | $3.3M | 86k | 39.07 |
| 2020-12-31 | $1.5M | 51k | 30.19 |
| 2020-09-30 | $1.2M | 51k | 23.51 |
| 2020-06-30 | $1.2M | 45k | 25.59 |
| 2020-03-31 | $1.3M | 39k | 33.20 |
| 2019-12-31 | $1.6M | 30k | 53.11 |
| 2019-09-30 | $1.2M | 24k | 50.10 |
| 2019-06-30 | $873k | 18k | 47.33 |
| 2019-03-31 | $876k | 18k | 47.50 |
| 2018-12-31 | $920k | 18k | 50.15 |
| 2018-09-30 | $1.4M | 26k | 52.55 |
| 2018-06-30 | $974k | 19k | 52.39 |
| 2018-03-31 | $974k | 19k | 52.39 |
| 2017-12-31 | $1.9M | 31k | 60.66 |
| 2017-09-30 | $2.0M | 37k | 55.15 |
| 2017-06-30 | $4.9M | 89k | 55.41 |
| 2017-03-31 | $5.0M | 89k | 55.66 |
| 2016-12-31 | $5.2M | 88k | 58.89 |
| 2016-09-30 | $1.2M | 27k | 44.27 |
| 2016-06-30 | $1.8M | 39k | 47.34 |
| 2016-03-31 | $925k | 19k | 49.16 |
| 2015-12-31 | $1.0M | 19k | 54.36 |
| 2015-09-30 | $974k | 19k | 51.36 |
| 2015-06-30 | $1.0M | 19k | 56.21 |
| 2015-03-31 | $924k | 17k | 54.38 |
| 2014-12-31 | $892k | 16k | 54.79 |
| 2014-09-30 | $840k | 16k | 51.87 |
| 2014-06-30 | $851k | 16k | 52.55 |
| 2014-03-31 | $728k | 15k | 49.72 |
| 2013-12-31 | $712k | 16k | 45.37 |
| 2011-09-30 | $4.2M | 105k | 40.22 |