Wells Fargo & Company shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 200 | 83.82 |
| 2025-06-30 | $64k | 798 | 80.12 |
| 2025-03-31 | $820 | 869 | 0.94 |