Wells Fargo & Company shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 34k | 83.82 |
| 2025-06-30 | $2.4M | 30k | 80.12 |
| 2025-03-31 | $2.2M | 30k | 71.79 |
| 2024-12-31 | $2.1M | 30k | 70.24 |
| 2024-09-30 | $1.7M | 31k | 56.49 |
| 2024-06-30 | $1.9M | 31k | 59.39 |
| 2024-03-31 | $1.7M | 29k | 57.96 |
| 2023-12-31 | $1.4M | 29k | 49.22 |
| 2023-09-30 | $1.3M | 31k | 40.85 |
| 2023-06-30 | $1.3M | 31k | 42.69 |
| 2023-03-31 | $1.2M | 32k | 37.38 |
| 2022-12-31 | $1.3M | 32k | 41.30 |
| 2022-09-30 | $1.3M | 32k | 40.21 |
| 2022-06-30 | $1.3M | 32k | 39.15 |
| 2022-03-31 | $1.7M | 34k | 48.45 |
| 2021-12-31 | $1.5M | 32k | 47.98 |
| 2021-09-30 | $1.5M | 32k | 46.42 |
| 2021-06-30 | $1.4M | 32k | 45.30 |
| 2021-03-31 | $1.2M | 32k | 39.08 |
| 2020-12-31 | $594k | 20k | 30.16 |
More positions owned by Tradition Wealth Management
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