Wells Fargo & Company shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 326k | 56.49 |
| 2024-06-30 | $13M | 214k | 59.39 |
| 2024-03-31 | $13M | 223k | 57.98 |
| 2023-12-31 | $7.5M | 135k | 55.44 |
| 2023-09-30 | $1.8M | 44k | 41.54 |
| 2023-06-30 | $5.5M | 127k | 42.85 |
| 2023-03-31 | $125M | 3.3M | 37.38 |
| 2022-12-31 | $162M | 3.9M | 41.29 |
| 2022-09-30 | $129M | 3.2M | 40.50 |
| 2022-06-30 | $78M | 2.0M | 39.17 |
| 2022-03-31 | $86M | 1.8M | 48.46 |
| 2021-12-31 | $76M | 1.6M | 47.98 |
| 2021-09-30 | $73M | 1.6M | 46.41 |
| 2021-06-30 | $66M | 1.5M | 45.29 |
| 2020-09-30 | $2.0M | 91k | 21.94 |
| 2020-06-30 | $1.9M | 77k | 24.26 |
| 2020-03-31 | $1.4M | 52k | 27.83 |
| 2019-12-31 | $17M | 323k | 53.43 |
| 2019-09-30 | $16M | 323k | 48.12 |