Wells Fargo & Company shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $744k | 13k | 56.49 |
| 2024-06-30 | $782k | 13k | 59.39 |
| 2024-03-31 | $763k | 13k | 57.96 |
| 2023-12-31 | $648k | 13k | 49.22 |
| 2023-09-30 | $538k | 13k | 40.86 |
| 2023-06-30 | $562k | 13k | 42.68 |
| 2023-03-31 | $492k | 13k | 37.38 |
| 2022-12-31 | $544k | 13k | 41.29 |
| 2022-09-30 | $530k | 13k | 40.24 |
| 2022-06-30 | $516k | 13k | 39.17 |
| 2022-03-31 | $638k | 13k | 48.44 |
| 2021-12-31 | $642k | 13k | 48.01 |
| 2021-09-30 | $621k | 13k | 46.44 |
| 2021-06-30 | $610k | 14k | 45.28 |
| 2021-03-31 | $581k | 15k | 39.08 |
| 2020-12-31 | $449k | 15k | 30.20 |
| 2020-09-30 | $453k | 19k | 23.51 |
| 2020-06-30 | $514k | 20k | 25.61 |
| 2020-03-31 | $671k | 23k | 28.68 |
| 2019-12-31 | $1.6M | 30k | 53.81 |
| 2019-09-30 | $1.2M | 23k | 50.43 |
| 2019-06-30 | $1.1M | 23k | 47.32 |
| 2019-03-31 | $1.2M | 24k | 48.31 |
| 2018-12-31 | $1.2M | 25k | 46.08 |
| 2018-09-30 | $1.3M | 25k | 52.55 |
| 2018-06-30 | $1.4M | 25k | 55.43 |
| 2018-03-31 | $1.1M | 20k | 52.39 |
| 2017-12-31 | $1.2M | 20k | 60.66 |
| 2017-09-30 | $1.1M | 20k | 55.17 |
| 2017-06-30 | $1.2M | 22k | 55.41 |
| 2017-03-31 | $1.2M | 22k | 55.66 |
| 2016-12-31 | $6.5M | 119k | 55.11 |
| 2016-09-30 | $5.6M | 127k | 44.28 |
| 2016-06-30 | $6.1M | 129k | 47.33 |
| 2016-03-31 | $6.1M | 126k | 48.36 |
| 2015-12-31 | $6.6M | 122k | 54.35 |
| 2015-09-30 | $5.0M | 97k | 51.34 |
| 2015-06-30 | $5.4M | 96k | 56.24 |
| 2015-03-31 | $5.2M | 95k | 54.39 |
| 2014-12-31 | $5.0M | 91k | 54.82 |
| 2014-09-30 | $4.3M | 83k | 51.87 |
| 2014-06-30 | $3.8M | 73k | 52.56 |
| 2014-03-31 | $3.3M | 67k | 49.74 |
| 2013-12-31 | $3.1M | 69k | 45.40 |
| 2013-09-30 | $2.6M | 64k | 41.32 |
| 2013-06-30 | $2.7M | 65k | 41.26 |
More positions owned by Weatherly Asset Management
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