Wells Fargo & Company shares owned by WMS Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $223k | 3.8k | 59.39 |
| 2022-06-30 | $237k | 6.1k | 39.10 |
| 2021-09-30 | $255k | 5.5k | 46.45 |
| 2019-12-31 | $473k | 8.8k | 53.81 |
| 2019-09-30 | $470k | 9.3k | 50.41 |
| 2019-06-30 | $817k | 17k | 47.34 |
| 2019-03-31 | $813k | 17k | 48.34 |
| 2018-12-31 | $1.9M | 42k | 46.07 |
| 2018-09-30 | $11M | 211k | 52.56 |
| 2018-06-30 | $12M | 212k | 55.44 |
| 2018-03-31 | $12M | 225k | 52.41 |
| 2017-12-31 | $14M | 233k | 60.67 |
| 2017-09-30 | $13M | 235k | 55.15 |
| 2017-06-30 | $13M | 238k | 55.41 |
| 2017-03-31 | $13M | 240k | 55.66 |
| 2016-12-31 | $14M | 245k | 55.11 |
| 2016-09-30 | $11M | 246k | 44.28 |
| 2016-06-30 | $11M | 235k | 47.33 |
| 2016-03-31 | $11M | 229k | 48.36 |
| 2015-12-31 | $12M | 219k | 54.36 |
| 2015-09-30 | $11M | 219k | 51.35 |
| 2015-06-30 | $13M | 232k | 56.24 |
| 2015-03-31 | $12M | 224k | 54.40 |
| 2014-12-31 | $11M | 195k | 54.82 |
| 2014-09-30 | $10M | 199k | 51.87 |
| 2014-06-30 | $10M | 199k | 52.56 |
| 2014-03-31 | $10M | 201k | 49.74 |
| 2013-12-31 | $9.2M | 202k | 45.40 |
| 2013-06-30 | $8.1M | 196k | 41.27 |
| 2013-03-31 | $986k | 27k | 36.99 |
| 2012-12-31 | $886k | 26k | 34.19 |
| 2012-09-30 | $542k | 16k | 34.54 |
| 2012-06-30 | $531k | 16k | 33.46 |
| 2012-03-31 | $281k | 10k | 28.04 |
| 2011-12-31 | $335k | 12k | 27.56 |
| 2011-09-30 | $317k | 13k | 24.10 |
| 2011-06-30 | $281k | 10k | 28.04 |
| 2011-03-31 | $478k | 15k | 31.70 |
| 2010-12-31 | $437k | 14k | 30.94 |