Wells Fargo & Company shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Belpointe Asset Management 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 Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 19k | 57.96 |
| 2023-09-30 | $521k | 13k | 40.86 |
| 2023-06-30 | $380k | 8.9k | 42.68 |
| 2023-03-31 | $995k | 27k | 37.38 |
| 2022-12-31 | $1.6M | 39k | 41.29 |
| 2022-09-30 | $1.7M | 42k | 40.19 |
| 2022-06-30 | $1.7M | 44k | 37.89 |
| 2022-03-31 | $2.6M | 55k | 48.44 |
| 2021-12-31 | $2.5M | 52k | 47.99 |
| 2021-09-30 | $1.5M | 33k | 46.47 |
| 2021-06-30 | $1.4M | 32k | 45.29 |
| 2021-03-31 | $1.2M | 31k | 39.07 |
| 2020-12-31 | $1.1M | 36k | 30.19 |
| 2020-09-30 | $1.1M | 39k | 28.69 |
| 2020-06-30 | $882k | 35k | 25.58 |
| 2020-03-31 | $1.1M | 39k | 28.69 |
| 2019-12-31 | $702k | 13k | 53.80 |
| 2019-09-30 | $479k | 9.5k | 50.39 |
| 2019-06-30 | $462k | 9.8k | 47.31 |
| 2019-03-31 | $884k | 18k | 48.29 |
| 2018-12-31 | $560k | 12k | 46.09 |
| 2018-09-30 | $828k | 16k | 52.57 |
| 2018-06-30 | $692k | 13k | 55.44 |
| 2017-12-31 | $219k | 3.6k | 60.75 |
| 2017-09-30 | $242k | 4.4k | 55.13 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management