Wells Fargo & Company shares owned by True Wealth Design
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $90k | 1.1k | 79.61 |
| 2025-12-31 | $48k | 513 | 93.20 |
| 2025-09-30 | $46k | 549 | 83.75 |
| 2025-06-30 | $42k | 519 | 80.05 |
| 2025-03-31 | $41k | 576 | 71.74 |
| 2024-12-31 | $29k | 416 | 70.17 |
| 2024-09-30 | $22k | 380 | 56.49 |
| 2023-03-31 | $8.2k | 220 | 37.38 |