Wells Fargo & Company shares owned by Gradient Investments
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Gradient Investments 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 Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $810k | 14k | 57.96 |
| 2023-12-31 | $702k | 14k | 49.22 |
| 2023-09-30 | $581k | 14k | 40.86 |
| 2023-06-30 | $608k | 14k | 42.68 |
| 2023-03-31 | $540k | 15k | 37.38 |
| 2022-12-31 | $597k | 15k | 41.29 |
| 2022-09-30 | $576k | 14k | 40.25 |
| 2022-06-30 | $557k | 14k | 39.15 |
| 2022-03-31 | $695k | 14k | 48.46 |
| 2021-12-31 | $771k | 16k | 47.97 |
| 2021-09-30 | $90k | 1.9k | 46.27 |
| 2021-06-30 | $89k | 2.0k | 45.36 |
| 2021-03-31 | $305k | 7.8k | 39.05 |
| 2020-12-31 | $301k | 13k | 23.50 |
| 2020-09-30 | $309k | 13k | 23.53 |
| 2020-06-30 | $323k | 13k | 25.62 |
| 2020-03-31 | $6.8M | 236k | 28.70 |
| 2019-12-31 | $10M | 185k | 53.80 |
| 2019-09-30 | $80k | 1.6k | 50.54 |
| 2019-06-30 | $1.1M | 22k | 47.34 |
| 2019-03-31 | $236k | 4.9k | 48.23 |
| 2018-12-31 | $70k | 1.5k | 45.87 |
| 2018-09-30 | $776k | 15k | 52.56 |
| 2018-06-30 | $811k | 15k | 55.46 |
| 2018-03-31 | $890k | 17k | 52.39 |
| 2017-12-31 | $770k | 13k | 60.63 |
| 2017-06-30 | $100k | 1.8k | 55.22 |
| 2017-03-31 | $139k | 2.5k | 55.73 |
| 2016-12-31 | $87k | 1.6k | 55.31 |
| 2016-09-30 | $4.3M | 97k | 44.28 |
| 2016-06-30 | $3.9M | 82k | 47.33 |
| 2016-03-31 | $3.6M | 75k | 48.36 |
| 2015-12-31 | $3.6M | 67k | 54.36 |
| 2015-09-30 | $3.2M | 61k | 51.35 |
| 2015-06-30 | $74k | 1.3k | 56.36 |
| 2015-03-31 | $56k | 1.0k | 54.37 |
| 2014-12-31 | $39k | 718 | 54.32 |
| 2014-09-30 | $37k | 718 | 51.53 |
| 2014-06-30 | $276k | 5.3k | 52.52 |
| 2014-03-31 | $62k | 1.3k | 49.36 |
| 2013-12-31 | $85k | 1.9k | 45.58 |
| 2013-09-30 | $49k | 1.2k | 41.56 |
| 2013-06-30 | $40k | 980 | 40.82 |