Wells Fargo & Company shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $966k | 12k | 83.82 |
| 2025-06-30 | $933k | 12k | 80.12 |
| 2025-03-31 | $765k | 11k | 71.79 |
| 2024-12-31 | $745k | 11k | 70.24 |
| 2024-09-30 | $510k | 9.0k | 56.49 |
| 2024-06-30 | $535k | 9.0k | 59.39 |
| 2024-03-31 | $521k | 9.0k | 57.96 |
| 2023-12-31 | $499k | 10k | 49.22 |
| 2023-09-30 | $1.2M | 29k | 40.86 |
| 2023-06-30 | $486k | 11k | 42.68 |
| 2023-03-31 | $480k | 13k | 37.38 |
| 2022-12-31 | $1.7M | 36k | 48.13 |
| 2022-09-30 | $1.5M | 36k | 42.55 |
| 2022-03-31 | $5.6M | 103k | 54.05 |
More positions owned by WealthPlan Investment Management
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