Wells Fargo & Company shares owned by Planned Solutions
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 4.5k | 83.82 |
| 2025-06-30 | $264k | 3.3k | 80.12 |
| 2025-03-31 | $247k | 3.4k | 71.79 |
| 2024-12-31 | $221k | 3.1k | 70.24 |
| 2024-09-30 | $178k | 3.1k | 56.49 |
| 2023-12-31 | $143k | 2.9k | 49.22 |
| 2020-12-31 | $27k | 900 | 30.00 |
| 2020-09-30 | $21k | 900 | 23.33 |