Wells Fargo & Company shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $19M | 269k | 70.26 |
| 2024-09-30 | $24M | 430k | 55.51 |
| 2024-06-30 | $20M | 335k | 60.24 |
| 2024-03-31 | $3.3M | 57k | 57.96 |
| 2023-12-31 | $2.4M | 50k | 49.22 |
| 2023-09-30 | $1.8M | 44k | 40.86 |
| 2023-06-30 | $1.8M | 42k | 42.68 |
| 2023-03-31 | $1.6M | 43k | 37.38 |
| 2022-12-31 | $712k | 17k | 41.67 |
| 2022-09-30 | $399k | 9.9k | 40.17 |
| 2022-06-30 | $405k | 10k | 39.18 |
| 2022-03-31 | $723k | 15k | 48.46 |
| 2021-12-31 | $1.0M | 22k | 48.00 |
| 2021-09-30 | $1.0M | 22k | 46.43 |
| 2021-06-30 | $971k | 21k | 45.28 |
| 2021-03-31 | $885k | 23k | 39.09 |
| 2020-12-31 | $663k | 22k | 30.19 |
| 2020-09-30 | $523k | 22k | 23.49 |
| 2020-06-30 | $593k | 23k | 25.59 |
| 2020-03-31 | $686k | 24k | 28.68 |
| 2019-12-31 | $1.6M | 29k | 53.81 |
| 2019-09-30 | $1.6M | 31k | 50.44 |
| 2019-06-30 | $1.3M | 28k | 47.32 |
| 2019-03-31 | $1.3M | 27k | 48.31 |
| 2018-12-31 | $1.4M | 29k | 46.08 |
| 2018-09-30 | $1.5M | 29k | 52.57 |
| 2018-06-30 | $1.8M | 32k | 55.44 |
| 2018-03-31 | $1.8M | 34k | 52.42 |
| 2017-12-31 | $2.4M | 39k | 60.66 |
| 2017-09-30 | $1.8M | 33k | 55.16 |
| 2017-06-30 | $2.3M | 42k | 55.41 |
| 2017-03-31 | $2.4M | 44k | 55.67 |
| 2016-12-31 | $2.1M | 39k | 55.11 |
| 2016-09-30 | $1.8M | 41k | 44.29 |
| 2016-06-30 | $1.8M | 39k | 47.32 |
| 2016-03-31 | $1.6M | 34k | 48.37 |
| 2015-12-31 | $1.4M | 25k | 54.37 |
| 2015-09-30 | $1.3M | 25k | 51.33 |
| 2015-06-30 | $1.3M | 24k | 56.24 |
| 2015-03-31 | $1.1M | 20k | 54.42 |
| 2014-12-31 | $1.2M | 22k | 54.82 |
| 2014-09-30 | $942k | 18k | 51.89 |
| 2014-06-30 | $930k | 18k | 52.58 |
| 2014-03-31 | $1.0M | 20k | 49.76 |