Wells Fargo & Company shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 13k | 93.20 |
| 2025-09-30 | $1.1M | 13k | 83.82 |
| 2025-06-30 | $1.0M | 13k | 80.12 |
| 2025-03-31 | $934k | 13k | 71.79 |
| 2024-12-31 | $972k | 14k | 70.24 |
| 2024-09-30 | $774k | 14k | 56.49 |
| 2024-03-31 | $795k | 14k | 57.96 |
| 2023-09-30 | $560k | 14k | 40.86 |
| 2023-06-30 | $594k | 14k | 42.68 |
| 2023-03-31 | $520k | 14k | 37.38 |
| 2022-12-31 | $574k | 14k | 41.29 |
| 2022-09-30 | $560k | 14k | 40.22 |
| 2022-06-30 | $556k | 14k | 39.72 |
| 2022-03-31 | $675k | 14k | 48.48 |
| 2021-12-31 | $658k | 14k | 48.00 |
| 2021-09-30 | $657k | 14k | 46.99 |
| 2021-06-30 | $669k | 14k | 48.80 |
| 2021-03-31 | $536k | 14k | 39.10 |
| 2020-12-31 | $414k | 14k | 30.20 |
| 2020-09-30 | $557k | 24k | 23.51 |
| 2020-06-30 | $607k | 24k | 25.62 |
| 2020-03-31 | $743k | 26k | 28.72 |
| 2019-12-31 | $1.3M | 24k | 53.80 |
| 2019-09-30 | $1.2M | 24k | 50.43 |
| 2019-06-30 | $1.2M | 26k | 47.31 |
More positions owned by Shakespeare Wealth Management
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