Wells Fargo & Company shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by TCI Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $274k | 4.8k | 56.49 |
2024-06-30 | $261k | 4.4k | 59.39 |
2024-03-31 | $246k | 4.2k | 57.96 |
2023-12-31 | $207k | 4.2k | 49.22 |
2023-03-31 | $152k | 4.1k | 37.38 |
2022-12-31 | $237k | 5.7k | 41.29 |
2022-09-30 | $198k | 4.9k | 40.13 |
2022-06-30 | $183k | 4.7k | 39.09 |
2022-03-31 | $186k | 3.8k | 48.32 |
2021-12-31 | $190k | 4.0k | 47.94 |
2021-09-30 | $124k | 2.7k | 46.55 |
2021-06-30 | $121k | 2.7k | 45.34 |
2021-03-31 | $104k | 2.7k | 39.17 |
2020-12-31 | $48k | 1.6k | 30.09 |
2020-09-30 | $63k | 2.7k | 23.53 |
2020-06-30 | $76k | 3.0k | 25.75 |
2020-03-31 | $107k | 3.7k | 28.73 |
2019-12-31 | $238k | 4.4k | 53.91 |
2019-09-30 | $223k | 4.4k | 50.35 |
2019-06-30 | $210k | 4.4k | 47.23 |
2019-03-31 | $229k | 4.7k | 48.36 |
2018-12-31 | $216k | 4.7k | 46.03 |
2018-09-30 | $740k | 14k | 52.55 |
2018-06-30 | $784k | 14k | 55.47 |
2018-03-31 | $751k | 14k | 52.43 |
2017-12-31 | $907k | 15k | 60.68 |
2017-09-30 | $825k | 15k | 55.16 |
2017-06-30 | $833k | 15k | 55.41 |
2017-03-31 | $886k | 16k | 55.64 |
2016-12-31 | $1.2M | 22k | 55.11 |
2016-09-30 | $941k | 21k | 44.29 |
2016-06-30 | $1.0M | 21k | 47.33 |
2016-03-31 | $1.1M | 22k | 48.35 |
2015-12-31 | $1.1M | 20k | 54.35 |
2015-09-30 | $887k | 17k | 51.35 |
2015-06-30 | $731k | 13k | 56.26 |
2015-03-31 | $635k | 12k | 54.44 |
2014-12-31 | $649k | 12k | 54.80 |
2014-09-30 | $621k | 12k | 51.85 |
2014-06-30 | $637k | 12k | 52.57 |
2014-03-31 | $648k | 13k | 49.74 |
2013-12-31 | $670k | 15k | 45.40 |
2013-09-30 | $529k | 13k | 41.33 |
2013-06-30 | $527k | 13k | 41.30 |
2013-03-31 | $428k | 12k | 37.02 |
2012-12-31 | $410k | 12k | 34.14 |