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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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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