Wells Fargo & Company shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 155k | 83.82 |
| 2025-06-30 | $12M | 151k | 80.12 |
| 2025-03-31 | $11M | 150k | 71.79 |
| 2024-12-31 | $4.8M | 68k | 70.24 |
| 2024-09-30 | $3.1M | 54k | 56.49 |
| 2024-06-30 | $3.3M | 55k | 59.39 |
| 2024-03-31 | $2.9M | 49k | 57.96 |
| 2023-12-31 | $1.8M | 37k | 49.22 |
| 2023-09-30 | $657k | 16k | 40.86 |
| 2023-06-30 | $674k | 16k | 42.68 |
| 2023-03-31 | $561k | 15k | 37.38 |
| 2022-12-31 | $416k | 10k | 41.29 |
| 2022-09-30 | $425k | 11k | 40.20 |
| 2022-06-30 | $622k | 15k | 40.40 |
| 2022-03-31 | $706k | 15k | 47.98 |
| 2021-12-31 | $859k | 15k | 57.88 |
| 2021-09-30 | $696k | 14k | 50.58 |
| 2021-06-30 | $691k | 14k | 50.34 |
| 2021-03-31 | $561k | 12k | 45.73 |
| 2019-06-30 | $281k | 5.9k | 47.33 |
| 2019-03-31 | $275k | 5.7k | 48.31 |
| 2018-12-31 | $253k | 5.5k | 46.08 |
| 2018-09-30 | $1.9M | 36k | 52.55 |
| 2018-06-30 | $2.0M | 36k | 55.45 |
| 2018-03-31 | $2.0M | 38k | 52.40 |
| 2017-12-31 | $2.7M | 44k | 60.69 |
| 2017-09-30 | $2.1M | 39k | 55.15 |
| 2017-06-30 | $2.4M | 43k | 55.41 |
| 2017-03-31 | $2.4M | 44k | 55.66 |
| 2016-12-31 | $656k | 12k | 55.11 |
| 2016-09-30 | $494k | 11k | 44.25 |
| 2016-06-30 | $310k | 6.5k | 47.38 |
| 2016-03-31 | $304k | 6.3k | 48.42 |
| 2015-12-31 | $320k | 5.9k | 54.33 |
| 2015-09-30 | $146k | 2.8k | 51.43 |
| 2015-06-30 | $143k | 2.5k | 56.37 |
| 2015-03-31 | $138k | 2.5k | 54.59 |
| 2014-12-31 | $125k | 2.3k | 54.68 |
| 2014-09-30 | $465k | 9.0k | 51.85 |
| 2014-06-30 | $519k | 9.9k | 52.60 |
| 2014-03-31 | $528k | 11k | 49.74 |
| 2013-12-31 | $447k | 9.9k | 45.37 |
| 2013-09-30 | $98k | 2.4k | 41.30 |
More positions owned by Warren Averett Asset Management
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