Wells Fargo & Company shares owned by Private Wealth Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $289k | 4.1k | 70.24 |
| 2024-09-30 | $232k | 4.1k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2024-03-31 | $1.2M | 20k | 57.96 |
| 2023-12-31 | $990k | 20k | 49.22 |
| 2023-09-30 | $822k | 20k | 40.86 |
| 2023-06-30 | $858k | 20k | 42.68 |
| 2023-03-31 | $752k | 20k | 37.38 |
| 2022-12-31 | $830k | 20k | 41.29 |
| 2022-09-30 | $809k | 20k | 40.22 |
| 2022-06-30 | $831k | 21k | 39.18 |
| 2022-03-31 | $1.2M | 26k | 48.45 |