Wells Fargo & Company shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 41k | 83.82 |
| 2025-06-30 | $3.3M | 41k | 80.12 |
| 2025-03-31 | $2.9M | 40k | 71.79 |
| 2024-12-31 | $2.7M | 39k | 70.24 |
| 2024-09-30 | $2.3M | 41k | 56.49 |
| 2024-06-30 | $2.4M | 41k | 59.39 |
| 2024-03-31 | $2.3M | 40k | 57.96 |
| 2023-12-31 | $2.0M | 40k | 49.22 |
| 2023-09-30 | $2.0M | 48k | 40.86 |
| 2023-06-30 | $2.1M | 48k | 42.68 |
| 2023-03-31 | $1.8M | 48k | 37.38 |
| 2022-12-31 | $2.0M | 47k | 41.29 |
| 2022-09-30 | $1.9M | 47k | 40.22 |
| 2022-06-30 | $1.9M | 47k | 39.18 |
| 2022-03-31 | $2.3M | 47k | 48.45 |
| 2021-12-31 | $2.4M | 50k | 47.97 |
| 2021-09-30 | $2.6M | 57k | 46.41 |
| 2021-06-30 | $2.6M | 58k | 45.30 |
| 2021-03-31 | $2.3M | 60k | 39.06 |
| 2020-12-31 | $1.7M | 56k | 30.18 |
| 2020-09-30 | $853k | 36k | 23.50 |
| 2020-06-30 | $912k | 36k | 25.41 |
| 2020-03-31 | $921k | 32k | 28.69 |
| 2019-12-31 | $1.7M | 31k | 53.79 |
| 2019-09-30 | $1.6M | 32k | 50.45 |
| 2019-06-30 | $1.5M | 33k | 47.31 |
| 2019-03-31 | $1.5M | 30k | 48.31 |
| 2018-12-31 | $1.4M | 30k | 46.08 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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