Wells Fargo & Company shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 26k | 83.82 |
| 2025-06-30 | $2.4M | 30k | 80.12 |
| 2025-03-31 | $2.3M | 32k | 71.79 |
| 2024-12-31 | $2.3M | 33k | 70.24 |
| 2024-09-30 | $2.0M | 35k | 56.49 |
| 2024-06-30 | $2.1M | 35k | 59.39 |
| 2024-03-31 | $2.4M | 41k | 57.96 |
| 2023-12-31 | $2.3M | 47k | 49.22 |
| 2023-09-30 | $6.4M | 156k | 40.86 |
| 2023-06-30 | $3.4M | 80k | 42.68 |
| 2023-03-31 | $2.9M | 77k | 37.38 |
| 2022-12-31 | $3.2M | 78k | 41.29 |
| 2022-09-30 | $2.9M | 72k | 40.22 |
| 2022-06-30 | $2.5M | 63k | 39.18 |
| 2022-03-31 | $3.0M | 63k | 48.45 |
| 2021-12-31 | $3.9M | 81k | 47.98 |
| 2021-09-30 | $5.1M | 111k | 46.41 |
| 2021-06-30 | $5.0M | 111k | 45.29 |
| 2021-03-31 | $6.0M | 137k | 43.84 |
| 2020-12-31 | $4.4M | 147k | 30.18 |
| 2020-09-30 | $2.8M | 120k | 23.51 |
| 2020-06-30 | $1.8M | 69k | 25.59 |
| 2020-03-31 | $2.0M | 68k | 28.69 |
| 2019-12-31 | $3.8M | 71k | 53.80 |
| 2019-09-30 | $3.6M | 71k | 50.44 |
| 2019-06-30 | $3.4M | 71k | 47.32 |
| 2019-03-31 | $4.5M | 94k | 48.32 |
| 2018-12-31 | $4.1M | 89k | 46.08 |
| 2018-09-30 | $4.3M | 82k | 52.56 |
| 2018-06-30 | $4.8M | 87k | 55.45 |
| 2018-03-31 | $4.0M | 77k | 52.41 |
| 2017-12-31 | $3.9M | 64k | 60.67 |
| 2017-09-30 | $3.6M | 65k | 55.14 |
| 2017-06-30 | $3.8M | 68k | 55.41 |
| 2017-03-31 | $1.4M | 27k | 53.83 |
| 2016-12-31 | $2.5M | 45k | 55.10 |
| 2016-09-30 | $2.0M | 45k | 44.28 |
| 2016-06-30 | $2.1M | 43k | 47.32 |
| 2016-03-31 | $1.9M | 39k | 48.37 |
| 2015-12-31 | $1.9M | 36k | 54.35 |
| 2015-09-30 | $1.6M | 31k | 51.35 |
| 2015-06-30 | $1.5M | 27k | 56.26 |
| 2015-03-31 | $1.0M | 19k | 54.42 |
| 2014-12-31 | $955k | 17k | 54.81 |
| 2014-09-30 | $847k | 16k | 51.89 |
| 2014-06-30 | $737k | 14k | 52.58 |
| 2014-03-31 | $674k | 14k | 49.73 |
| 2013-12-31 | $447k | 9.8k | 45.44 |
| 2013-09-30 | $399k | 9.6k | 41.37 |
| 2013-06-30 | $464k | 11k | 41.23 |
| 2013-03-31 | $416k | 11k | 36.96 |
| 2012-12-31 | $400k | 12k | 34.21 |
| 2012-09-30 | $406k | 12k | 34.52 |
| 2012-06-30 | $333k | 10k | 33.40 |
| 2012-03-31 | $383k | 11k | 34.16 |
| 2011-12-31 | $270k | 9.8k | 27.54 |
| 2011-09-30 | $239k | 9.9k | 24.13 |
| 2011-06-30 | $272k | 9.7k | 28.03 |