Wells Fargo & Company shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 2.8k | 83.82 |
| 2025-06-30 | $226k | 2.8k | 80.12 |
| 2025-03-31 | $202k | 2.8k | 71.79 |
| 2024-12-31 | $198k | 2.8k | 70.24 |
| 2024-09-30 | $159k | 2.8k | 56.49 |
| 2024-06-30 | $167k | 2.8k | 59.39 |
| 2024-03-31 | $184k | 3.2k | 57.96 |
| 2023-12-31 | $156k | 3.2k | 49.22 |
| 2023-09-30 | $130k | 3.2k | 40.86 |
| 2023-06-30 | $135k | 3.2k | 42.68 |
| 2023-03-31 | $119k | 3.2k | 37.38 |
| 2022-12-31 | $131k | 3.2k | 41.29 |
| 2022-09-30 | $127k | 3.2k | 40.08 |
| 2022-06-30 | $124k | 3.2k | 39.13 |
| 2022-03-31 | $154k | 3.2k | 48.60 |
| 2021-12-31 | $90k | 1.9k | 47.85 |
| 2021-09-30 | $87k | 1.9k | 46.25 |
| 2021-06-30 | $85k | 1.9k | 45.19 |
| 2021-03-31 | $73k | 1.9k | 38.81 |
| 2020-12-31 | $57k | 1.9k | 30.30 |
| 2020-09-30 | $44k | 1.9k | 23.39 |
| 2020-06-30 | $195k | 7.6k | 25.57 |
| 2020-03-31 | $217k | 7.6k | 28.64 |
| 2019-12-31 | $406k | 7.5k | 53.82 |
More positions owned by Powell Investment Advisors
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