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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

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Quarterly reported holdings in Wells Fargo & Company by Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
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