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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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