Wells Fargo & Company shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 8.9k | 83.82 |
| 2025-06-30 | $711k | 8.9k | 80.12 |
| 2025-03-31 | $637k | 8.9k | 71.79 |
| 2024-12-31 | $629k | 9.0k | 70.24 |
| 2024-09-30 | $506k | 9.0k | 56.49 |
| 2024-06-30 | $532k | 9.0k | 59.39 |
| 2024-03-31 | $514k | 8.9k | 57.96 |
| 2023-09-30 | $363k | 8.9k | 40.86 |
| 2023-06-30 | $379k | 8.9k | 42.68 |
| 2023-03-31 | $511k | 14k | 37.38 |
| 2022-09-30 | $559k | 14k | 40.20 |
| 2022-06-30 | $545k | 14k | 39.19 |
| 2022-03-31 | $674k | 14k | 48.46 |
| 2021-12-31 | $656k | 14k | 48.01 |
| 2021-09-30 | $634k | 14k | 46.40 |
| 2021-06-30 | $619k | 14k | 45.30 |
| 2021-03-31 | $534k | 14k | 39.08 |
| 2020-12-31 | $412k | 14k | 30.15 |
| 2020-09-30 | $321k | 14k | 23.49 |
| 2020-06-30 | $350k | 14k | 25.61 |
| 2020-03-31 | $392k | 14k | 28.69 |
| 2019-12-31 | $735k | 14k | 53.79 |
More positions owned by Walled Lake Planning & Wealth Management
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