Wells Fargo & Company shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $450k | 11k | 41.29 |
| 2022-09-30 | $716k | 18k | 40.20 |
| 2022-06-30 | $735k | 19k | 39.16 |
| 2022-03-31 | $906k | 19k | 48.48 |
| 2021-12-31 | $765k | 16k | 48.00 |
| 2021-09-30 | $541k | 12k | 46.43 |
| 2021-06-30 | $528k | 12k | 45.29 |
| 2021-03-31 | $435k | 11k | 39.10 |
| 2020-12-31 | $308k | 10k | 30.23 |
| 2020-09-30 | $270k | 12k | 23.48 |
| 2020-06-30 | $406k | 16k | 25.57 |
| 2020-03-31 | $831k | 29k | 28.69 |
| 2019-12-31 | $1.6M | 29k | 53.80 |
| 2019-09-30 | $1.6M | 31k | 50.43 |
| 2019-06-30 | $1.4M | 30k | 47.31 |
| 2019-03-31 | $1.4M | 30k | 48.32 |
| 2018-12-31 | $1.4M | 31k | 46.07 |
| 2018-09-30 | $1.6M | 31k | 52.24 |
| 2018-06-30 | $1.7M | 31k | 55.45 |
| 2018-03-31 | $1.7M | 33k | 52.69 |
| 2017-12-31 | $2.0M | 35k | 58.15 |
| 2017-09-30 | $2.1M | 37k | 55.16 |
| 2017-06-30 | $2.0M | 36k | 55.77 |
| 2017-03-31 | $2.0M | 37k | 54.55 |
| 2016-12-31 | $1.9M | 36k | 52.63 |
More positions owned by YorkBridge Wealth Partners
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