Wells Fargo & Company shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $931k | 16k | 59.39 |
| 2024-03-31 | $1.1M | 19k | 57.96 |
| 2023-12-31 | $875k | 18k | 49.22 |
| 2023-09-30 | $728k | 18k | 40.86 |
| 2023-06-30 | $761k | 18k | 42.68 |
| 2023-03-31 | $686k | 18k | 37.38 |
| 2022-12-31 | $758k | 18k | 41.29 |
| 2022-09-30 | $741k | 18k | 40.20 |
| 2022-06-30 | $722k | 18k | 39.17 |
| 2022-03-31 | $900k | 19k | 48.44 |
| 2021-12-31 | $934k | 20k | 47.97 |
| 2021-09-30 | $992k | 21k | 46.43 |
| 2021-06-30 | $968k | 21k | 45.29 |
| 2021-03-31 | $886k | 23k | 39.09 |
| 2020-12-31 | $646k | 21k | 30.18 |
| 2020-09-30 | $203k | 8.6k | 23.47 |
| 2020-06-30 | $291k | 11k | 25.60 |
| 2020-03-31 | $333k | 12k | 28.72 |
| 2019-12-31 | $1.0M | 19k | 53.80 |
| 2019-09-30 | $960k | 19k | 50.43 |
| 2019-06-30 | $403k | 8.5k | 47.33 |
| 2019-03-31 | $393k | 8.1k | 48.28 |
| 2018-12-31 | $368k | 8.0k | 46.12 |