Wells Fargo & Company shares owned by Wealth Alliance
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 16k | 83.82 |
| 2025-06-30 | $904k | 11k | 80.12 |
| 2025-03-31 | $781k | 11k | 71.79 |
| 2024-12-31 | $751k | 11k | 70.24 |
| 2024-09-30 | $633k | 11k | 56.49 |
| 2024-06-30 | $774k | 13k | 59.39 |
| 2024-03-31 | $829k | 14k | 57.96 |
| 2023-12-31 | $768k | 16k | 49.22 |
| 2023-09-30 | $589k | 14k | 40.86 |
| 2023-06-30 | $575k | 14k | 42.68 |
| 2023-03-31 | $497k | 13k | 37.38 |
| 2022-12-31 | $521k | 13k | 41.29 |
| 2022-09-30 | $468k | 12k | 40.21 |
| 2022-06-30 | $456k | 12k | 39.14 |
| 2022-03-31 | $553k | 11k | 48.45 |
| 2021-12-31 | $585k | 12k | 48.00 |
| 2021-09-30 | $556k | 12k | 46.37 |
| 2021-06-30 | $481k | 11k | 45.25 |
| 2021-03-31 | $382k | 9.8k | 39.02 |
| 2020-12-31 | $233k | 7.7k | 30.21 |