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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

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All positions including Wells Fargo & Company held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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