Wells Fargo & Company shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $858k | 12k | 71.79 |
| 2024-12-31 | $820k | 12k | 70.24 |
| 2024-09-30 | $958k | 17k | 56.49 |
| 2024-06-30 | $1.0M | 17k | 59.39 |
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-09-30 | $684k | 17k | 40.86 |
| 2023-06-30 | $669k | 16k | 42.68 |
| 2023-03-31 | $503k | 14k | 37.38 |
| 2022-12-31 | $458k | 11k | 41.29 |
| 2022-09-30 | $398k | 9.9k | 40.23 |
| 2022-06-30 | $416k | 11k | 39.22 |
| 2022-03-31 | $374k | 7.7k | 48.45 |
| 2021-12-31 | $203k | 4.2k | 48.01 |
| 2020-06-30 | $211k | 8.2k | 25.63 |
| 2020-03-31 | $364k | 13k | 28.68 |
| 2019-12-31 | $524k | 9.0k | 58.13 |
| 2019-09-30 | $230k | 4.6k | 50.41 |