Wells Fargo & Company shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $14M | 330k | 40.86 |
| 2023-06-30 | $14M | 328k | 42.68 |
| 2023-03-31 | $11M | 306k | 37.38 |
| 2022-12-31 | $6.8M | 159k | 42.74 |
| 2021-06-30 | $22M | 478k | 45.41 |
| 2021-03-31 | $12M | 290k | 40.50 |
| 2020-12-31 | $18M | 541k | 33.19 |
| 2019-12-31 | $20M | 401k | 49.25 |
| 2018-09-30 | $38k | 728 | 52.20 |
| 2018-03-31 | $37k | 707 | 52.33 |
| 2015-12-31 | $8.4M | 154k | 54.36 |
| 2015-09-30 | $6.3M | 124k | 51.35 |
| 2015-06-30 | $5.8M | 103k | 56.24 |
| 2015-03-31 | $4.8M | 89k | 54.40 |
| 2014-12-31 | $3.1M | 57k | 54.81 |
| 2014-09-30 | $2.6M | 50k | 51.86 |
| 2014-06-30 | $353k | 6.7k | 52.52 |
| 2014-03-31 | $334k | 6.7k | 49.69 |
| 2013-12-31 | $305k | 6.7k | 45.38 |
| 2013-09-30 | $278k | 6.7k | 41.32 |
| 2013-06-30 | $277k | 6.7k | 41.27 |