Wells Fargo & Company shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $313k | 3.8k | 82.35 |
| 2025-03-31 | $264k | 3.7k | 71.80 |
| 2024-12-31 | $472k | 6.7k | 70.24 |
| 2024-09-30 | $397k | 7.0k | 56.49 |
| 2024-06-30 | $420k | 7.1k | 59.39 |
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