Wells Fargo & Company shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $818k | 9.8k | 83.82 |
| 2025-06-30 | $692k | 8.6k | 80.12 |
| 2025-03-31 | $605k | 8.4k | 71.79 |
| 2024-12-31 | $519k | 7.4k | 70.24 |
| 2024-09-30 | $157k | 2.8k | 56.49 |
| 2024-06-30 | $135k | 2.3k | 59.39 |
| 2024-03-31 | $43k | 736 | 57.96 |
| 2023-12-31 | $36k | 724 | 49.22 |
| 2023-09-30 | $14k | 348 | 40.88 |
| 2023-06-30 | $137k | 3.2k | 42.70 |
| 2023-03-31 | $193k | 5.2k | 37.39 |
| 2022-12-31 | $212k | 5.1k | 41.29 |
| 2019-09-30 | $42k | 841 | 49.94 |
| 2016-09-30 | $4.6M | 104k | 44.28 |
| 2016-06-30 | $4.9M | 103k | 47.33 |
| 2016-03-31 | $4.6M | 95k | 48.36 |
| 2015-12-31 | $3.9M | 73k | 54.37 |