Wells Fargo & Company shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Concentric Wealth 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 Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 92k | 57.96 |
| 2023-12-31 | $4.4M | 90k | 49.22 |
| 2023-09-30 | $3.7M | 90k | 40.86 |
| 2023-06-30 | $3.8M | 90k | 42.68 |
| 2023-03-31 | $3.5M | 93k | 37.38 |
| 2022-12-31 | $3.8M | 92k | 41.29 |
| 2022-09-30 | $3.7M | 92k | 40.22 |
| 2022-06-30 | $3.6M | 92k | 39.17 |
| 2022-03-31 | $4.4M | 90k | 48.46 |
| 2021-12-31 | $4.4M | 91k | 47.97 |
| 2021-09-30 | $4.3M | 93k | 46.41 |
| 2021-06-30 | $4.3M | 95k | 45.29 |
| 2021-03-31 | $3.7M | 96k | 39.07 |
| 2020-12-31 | $2.8M | 93k | 30.18 |
| 2020-09-30 | $2.2M | 94k | 23.51 |
| 2020-06-30 | $2.4M | 92k | 25.60 |
| 2020-03-31 | $2.3M | 81k | 28.70 |
| 2019-12-31 | $5.1M | 95k | 53.80 |
| 2019-09-30 | $4.6M | 91k | 50.44 |
| 2019-06-30 | $4.3M | 91k | 47.33 |
| 2019-03-31 | $4.3M | 89k | 48.32 |
| 2018-12-31 | $4.0M | 87k | 46.08 |
| 2018-09-30 | $4.4M | 83k | 52.56 |
| 2018-06-30 | $4.6M | 83k | 55.44 |
| 2018-03-31 | $4.4M | 83k | 52.41 |
| 2017-12-31 | $5.2M | 86k | 60.67 |
| 2017-09-30 | $4.7M | 86k | 55.15 |
| 2017-06-30 | $4.8M | 87k | 55.42 |
| 2017-03-31 | $4.9M | 88k | 55.67 |
| 2016-12-31 | $4.9M | 89k | 55.11 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management