Wells Fargo & Company shares owned by Sontag Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 41k | 49.22 |
| 2023-09-30 | $628k | 15k | 40.86 |
| 2023-06-30 | $439k | 10k | 42.68 |
| 2023-03-31 | $355k | 9.5k | 37.38 |
| 2022-12-31 | $650k | 16k | 41.29 |
| 2022-09-30 | $791k | 20k | 40.21 |
| 2022-06-30 | $647k | 17k | 39.17 |
| 2022-03-31 | $219k | 4.5k | 48.37 |
| 2021-12-31 | $456k | 9.5k | 48.00 |
| 2021-09-30 | $510k | 11k | 46.37 |
| 2021-03-31 | $1.0M | 26k | 39.07 |
| 2020-12-31 | $572k | 19k | 30.16 |
| 2020-09-30 | $368k | 16k | 23.52 |
| 2020-06-30 | $566k | 22k | 25.60 |
| 2020-03-31 | $1.1M | 37k | 28.71 |
| 2019-12-31 | $724k | 14k | 53.80 |
| 2019-09-30 | $562k | 11k | 50.43 |
| 2018-12-31 | $152k | 3.3k | 46.12 |