Wells Fargo & Company shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 4.8k | 56.49 |
| 2024-06-30 | $399k | 6.7k | 59.39 |
| 2024-03-31 | $390k | 6.7k | 57.96 |
| 2023-12-31 | $334k | 6.8k | 49.22 |
| 2023-09-30 | $293k | 7.2k | 40.86 |
| 2023-06-30 | $307k | 7.2k | 42.68 |
| 2023-03-31 | $268k | 7.2k | 37.38 |
| 2022-12-31 | $347k | 8.4k | 41.29 |
| 2022-09-30 | $347k | 8.6k | 40.19 |
| 2022-06-30 | $338k | 8.6k | 39.22 |
| 2022-03-31 | $528k | 11k | 48.42 |
| 2021-12-31 | $493k | 10k | 47.95 |
| 2021-09-30 | $459k | 9.9k | 46.45 |
| 2021-06-30 | $417k | 9.2k | 45.30 |
| 2021-03-31 | $291k | 7.4k | 39.07 |
| 2020-12-31 | $153k | 5.1k | 30.17 |
| 2020-09-30 | $114k | 4.9k | 23.48 |
| 2020-06-30 | $124k | 4.8k | 25.61 |
| 2020-03-31 | $197k | 6.9k | 28.70 |
| 2019-12-31 | $254k | 4.7k | 53.77 |
| 2019-09-30 | $277k | 5.5k | 50.52 |
| 2019-06-30 | $303k | 6.4k | 47.32 |
| 2019-03-31 | $295k | 6.1k | 48.32 |
| 2018-12-31 | $290k | 6.3k | 46.11 |
| 2018-09-30 | $288k | 5.5k | 52.61 |
| 2018-06-30 | $324k | 5.8k | 55.44 |
| 2018-03-31 | $384k | 7.3k | 52.46 |
| 2017-12-31 | $549k | 9.1k | 60.66 |
| 2017-09-30 | $677k | 12k | 55.11 |
| 2017-06-30 | $726k | 13k | 55.44 |
| 2017-03-31 | $760k | 14k | 55.65 |
| 2016-12-31 | $685k | 12k | 55.09 |
| 2016-09-30 | $599k | 14k | 44.29 |
| 2016-06-30 | $467k | 9.9k | 47.37 |
| 2016-03-31 | $460k | 9.5k | 48.41 |
| 2015-12-31 | $569k | 11k | 54.35 |
| 2015-09-30 | $532k | 10k | 51.35 |
| 2015-06-30 | $501k | 8.9k | 56.18 |
| 2015-03-31 | $485k | 8.9k | 54.39 |
| 2014-12-31 | $530k | 9.7k | 54.83 |
| 2014-09-30 | $501k | 9.7k | 51.83 |
| 2014-06-30 | $469k | 8.9k | 52.53 |
| 2014-03-31 | $325k | 6.5k | 49.78 |
| 2013-12-31 | $361k | 7.9k | 45.46 |
| 2013-09-30 | $275k | 6.7k | 41.26 |
| 2013-06-30 | $223k | 5.4k | 41.31 |
| 2012-03-31 | $202k | 5.9k | 34.12 |
| 2011-12-31 | $162k | 5.9k | 27.55 |
| 2011-09-30 | $186k | 7.7k | 24.10 |
| 2011-06-30 | $221k | 7.9k | 28.02 |
| 2011-03-31 | $411k | 13k | 31.73 |
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