Wells Fargo & Company shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Global Retirement Partners 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 Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 50k | 57.96 |
| 2023-12-31 | $2.3M | 48k | 46.82 |
| 2023-09-30 | $1.7M | 45k | 38.97 |
| 2023-06-30 | $2.0M | 46k | 42.68 |
| 2023-03-31 | $1.7M | 44k | 38.65 |
| 2022-12-31 | $1.7M | 42k | 41.29 |
| 2022-09-30 | $1.8M | 40k | 45.98 |
| 2022-06-30 | $1.7M | 44k | 39.17 |
| 2022-03-31 | $1.9M | 44k | 43.29 |
| 2021-09-30 | $1.8M | 38k | 46.40 |
| 2021-06-30 | $1.2M | 26k | 45.30 |
| 2021-03-31 | $974k | 25k | 39.07 |
| 2020-12-31 | $783k | 26k | 30.19 |
| 2020-09-30 | $2.1M | 91k | 23.51 |
| 2020-06-30 | $2.3M | 90k | 25.60 |
| 2020-03-31 | $2.8M | 98k | 28.70 |
| 2019-12-31 | $4.2M | 79k | 53.80 |
| 2019-09-30 | $3.7M | 74k | 50.44 |
| 2019-06-30 | $2.8M | 59k | 47.31 |
| 2019-03-31 | $2.8M | 59k | 48.32 |
| 2018-12-31 | $2.7M | 58k | 46.08 |
| 2018-09-30 | $3.5M | 66k | 52.56 |
| 2018-06-30 | $3.6M | 65k | 55.44 |
| 2018-03-31 | $3.4M | 64k | 52.42 |
| 2017-12-31 | $4.3M | 72k | 60.67 |
| 2017-09-30 | $1.5M | 27k | 55.15 |
| 2017-06-30 | $1.3M | 24k | 55.39 |
| 2017-03-31 | $1.3M | 23k | 55.68 |
| 2016-12-31 | $1.1M | 20k | 55.13 |
More positions owned by Global Retirement Partners
View all positions for Global Retirement Partners