Wells Fargo & Company shares owned by WP Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by WP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $845k | 15k | 56.49 |
| 2024-06-30 | $1.1M | 18k | 59.39 |
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-12-31 | $880k | 18k | 49.22 |
| 2023-09-30 | $742k | 18k | 40.86 |
| 2023-06-30 | $769k | 18k | 42.68 |
| 2023-03-31 | $693k | 19k | 37.38 |
| 2022-12-31 | $895k | 22k | 41.29 |
| 2022-09-30 | $894k | 22k | 40.24 |
| 2022-06-30 | $891k | 23k | 39.17 |
| 2022-03-31 | $1.1M | 22k | 48.46 |
| 2021-12-31 | $1.3M | 27k | 47.98 |
| 2021-09-30 | $1.2M | 27k | 46.40 |
| 2021-06-30 | $1.2M | 27k | 45.29 |
| 2021-03-31 | $1.1M | 27k | 39.07 |
| 2020-12-31 | $1.1M | 37k | 30.17 |
| 2020-09-30 | $827k | 35k | 23.50 |
| 2020-06-30 | $929k | 36k | 25.61 |
| 2020-03-31 | $959k | 33k | 28.69 |
| 2019-12-31 | $2.2M | 41k | 53.79 |
| 2019-09-30 | $2.0M | 40k | 50.44 |
| 2019-06-30 | $1.9M | 40k | 47.31 |
| 2019-03-31 | $17M | 36k | 483.19 |
| 2018-12-31 | $1.5M | 34k | 46.09 |
| 2018-09-30 | $1.8M | 33k | 52.57 |
| 2018-06-30 | $1.8M | 33k | 55.46 |
| 2018-03-31 | $1.7M | 32k | 52.42 |
| 2017-12-31 | $1.8M | 30k | 60.66 |
| 2017-09-30 | $1.7M | 31k | 55.16 |
| 2017-06-30 | $1.7M | 31k | 55.41 |
| 2017-03-31 | $1.7M | 30k | 55.65 |
| 2016-12-31 | $1.6M | 28k | 55.09 |