Wells Fargo & Company shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69k | 820 | 83.82 |
| 2025-06-30 | $66k | 820 | 80.12 |
| 2025-03-31 | $57k | 792 | 71.79 |
| 2024-12-31 | $32k | 457 | 70.24 |
| 2024-09-30 | $26k | 457 | 56.49 |
| 2024-03-31 | $26k | 450 | 57.96 |
| 2023-12-31 | $22k | 450 | 49.22 |
More positions owned by Private Wealth Management Group
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