Wells Fargo & Company shares owned by ProVise Management Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 354k | 83.82 |
| 2025-06-30 | $28M | 350k | 80.12 |
| 2025-03-31 | $25M | 348k | 71.79 |
| 2024-12-31 | $25M | 352k | 70.24 |
| 2024-09-30 | $21M | 371k | 56.49 |
| 2024-06-30 | $22M | 363k | 59.39 |
| 2024-03-31 | $21M | 354k | 57.96 |
| 2023-12-31 | $17M | 337k | 49.22 |
| 2023-09-30 | $14M | 332k | 40.86 |
| 2023-06-30 | $11M | 292k | 37.38 |
| 2023-03-31 | $11M | 292k | 37.38 |
| 2022-12-31 | $11M | 267k | 41.29 |
| 2022-09-30 | $10M | 250k | 40.22 |
| 2022-06-30 | $9.3M | 237k | 39.17 |
| 2022-03-31 | $10M | 215k | 48.46 |
| 2021-12-31 | $9.8M | 204k | 47.98 |
| 2021-09-30 | $8.9M | 192k | 46.41 |
| 2021-06-30 | $8.3M | 184k | 45.29 |
| 2021-03-31 | $5.9M | 152k | 39.07 |
| 2020-12-31 | $1.2M | 41k | 30.19 |
| 2020-09-30 | $2.4M | 103k | 23.51 |
| 2020-06-30 | $4.8M | 187k | 25.60 |
| 2020-03-31 | $5.5M | 190k | 28.70 |
| 2019-12-31 | $11M | 199k | 53.80 |
| 2019-09-30 | $10M | 197k | 50.44 |
| 2019-06-30 | $9.0M | 191k | 47.32 |
| 2019-03-31 | $8.4M | 174k | 48.32 |
| 2018-12-31 | $7.8M | 170k | 46.12 |
| 2018-09-30 | $9.9M | 188k | 52.56 |
| 2018-06-30 | $22M | 189k | 114.06 |
| 2018-03-31 | $10M | 190k | 52.41 |
| 2017-12-31 | $12M | 192k | 60.67 |
| 2017-09-30 | $11M | 200k | 55.15 |
| 2017-06-30 | $9.7M | 174k | 55.41 |
| 2017-03-31 | $7.7M | 139k | 55.66 |
| 2016-12-31 | $7.4M | 134k | 55.11 |
| 2016-09-30 | $6.0M | 135k | 44.28 |
| 2016-06-30 | $5.9M | 126k | 47.34 |
| 2016-03-31 | $5.6M | 116k | 48.36 |
| 2015-12-31 | $6.3M | 116k | 54.31 |
| 2015-09-30 | $5.7M | 111k | 51.36 |
| 2015-06-30 | $5.7M | 101k | 56.24 |
| 2015-03-31 | $5.3M | 98k | 54.40 |
| 2014-12-31 | $5.4M | 98k | 54.82 |
| 2014-09-30 | $4.9M | 94k | 51.87 |
| 2014-06-30 | $4.8M | 91k | 52.57 |
| 2014-03-31 | $4.4M | 88k | 49.74 |
| 2013-12-31 | $3.6M | 79k | 45.40 |
| 2013-09-30 | $3.1M | 75k | 41.29 |
| 2013-06-30 | $3.0M | 73k | 41.27 |
| 2012-09-30 | $2.0M | 58k | 34.53 |
| 2012-06-30 | $1.8M | 53k | 33.46 |
| 2012-03-31 | $1.5M | 44k | 34.16 |
| 2011-12-31 | $822k | 30k | 27.56 |
| 2011-09-30 | $819k | 34k | 24.13 |
| 2011-06-30 | $988k | 35k | 28.07 |
| 2011-03-31 | $1.3M | 42k | 31.72 |
| 2010-12-31 | $944k | 30k | 31.01 |