Wells Fargo & Company shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 18k | 83.82 |
| 2025-06-30 | $1.2M | 15k | 80.12 |
| 2025-03-31 | $1.2M | 16k | 71.79 |
| 2024-12-31 | $1.0M | 15k | 70.24 |
| 2024-09-30 | $856k | 15k | 56.49 |
| 2024-06-30 | $966k | 16k | 59.39 |
| 2024-03-31 | $949k | 16k | 57.96 |
| 2023-12-31 | $1.6M | 33k | 49.22 |
| 2023-09-30 | $1.4M | 33k | 40.86 |
| 2023-06-30 | $1.2M | 28k | 42.68 |
| 2023-03-31 | $1.1M | 30k | 37.38 |
| 2022-12-31 | $645k | 16k | 41.29 |
| 2022-09-30 | $659k | 17k | 40.07 |
| 2022-06-30 | $438k | 11k | 39.20 |
| 2022-03-31 | $774k | 16k | 48.45 |
| 2021-12-31 | $636k | 13k | 47.54 |
| 2021-09-30 | $504k | 11k | 46.37 |
| 2021-06-30 | $486k | 11k | 45.30 |
| 2021-03-31 | $806k | 21k | 38.67 |
| 2020-12-31 | $538k | 18k | 30.30 |
| 2020-09-30 | $436k | 19k | 23.28 |
| 2020-06-30 | $360k | 14k | 25.50 |
| 2020-03-31 | $485k | 17k | 27.95 |
| 2019-12-31 | $800k | 15k | 53.77 |
| 2019-09-30 | $704k | 14k | 50.37 |
| 2019-06-30 | $498k | 11k | 47.32 |
| 2019-03-31 | $641k | 13k | 48.30 |
| 2018-12-31 | $453k | 9.8k | 46.02 |
| 2018-09-30 | $724k | 14k | 52.55 |
| 2018-06-30 | $695k | 13k | 55.47 |
| 2018-03-31 | $553k | 11k | 52.43 |
| 2017-12-31 | $203k | 3.4k | 60.61 |
More positions owned by Pinnacle Wealth Planning Services
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