Wells Fargo & Company shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 6.3k | 83.82 |
| 2025-06-30 | $498k | 6.2k | 80.12 |
| 2025-03-31 | $463k | 6.4k | 71.78 |
| 2024-12-31 | $415k | 5.9k | 70.23 |
| 2024-09-30 | $364k | 6.4k | 56.49 |
| 2024-06-30 | $382k | 6.4k | 59.39 |
| 2023-12-31 | $315k | 6.4k | 49.22 |
| 2023-09-30 | $261k | 6.4k | 40.86 |
| 2023-06-30 | $570k | 13k | 42.68 |
| 2023-03-31 | $334k | 8.9k | 37.38 |
| 2022-12-31 | $278k | 9.2k | 30.18 |
| 2022-09-30 | $355k | 8.8k | 40.22 |
| 2022-06-30 | $346k | 8.8k | 39.17 |
| 2022-03-31 | $240k | 5.0k | 48.46 |
| 2021-12-31 | $374k | 7.8k | 47.98 |
| 2021-09-30 | $369k | 8.0k | 46.41 |
| 2021-06-30 | $374k | 8.2k | 45.29 |
| 2021-03-31 | $326k | 8.3k | 39.07 |
| 2020-12-31 | $263k | 8.7k | 30.18 |
| 2020-09-30 | $252k | 11k | 23.51 |
| 2020-06-30 | $299k | 12k | 25.60 |
| 2020-03-31 | $415k | 15k | 28.70 |
| 2019-12-31 | $738k | 14k | 53.80 |
| 2019-09-30 | $689k | 14k | 50.44 |
| 2019-06-30 | $617k | 13k | 47.32 |
| 2019-03-31 | $551k | 11k | 48.32 |
More positions owned by Traphagen Investment Advisors
View all positions for Traphagen Investment Advisors