Wells Fargo & Company shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Meritage Portfolio 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 Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 144k | 57.96 |
| 2023-12-31 | $7.6M | 154k | 49.22 |
| 2023-09-30 | $6.3M | 155k | 40.86 |
| 2023-06-30 | $6.8M | 159k | 42.68 |
| 2023-03-31 | $6.3M | 168k | 37.38 |
| 2022-12-31 | $4.7M | 114k | 41.29 |
| 2022-09-30 | $4.7M | 116k | 40.22 |
| 2022-06-30 | $4.7M | 120k | 39.17 |
| 2022-03-31 | $5.7M | 118k | 48.46 |
| 2021-12-31 | $5.6M | 118k | 47.98 |
| 2021-09-30 | $5.4M | 116k | 46.41 |
| 2021-06-30 | $5.2M | 115k | 45.29 |
| 2019-12-31 | $3.2M | 59k | 53.79 |
| 2019-09-30 | $3.0M | 60k | 50.45 |
| 2019-06-30 | $5.4M | 115k | 47.32 |
| 2019-03-31 | $3.1M | 65k | 48.33 |
| 2018-12-31 | $2.9M | 64k | 46.08 |
| 2018-09-30 | $253k | 4.8k | 52.57 |
| 2018-06-30 | $267k | 4.8k | 55.47 |
| 2018-03-31 | $237k | 4.5k | 52.51 |
| 2017-12-31 | $274k | 4.5k | 60.71 |
| 2017-09-30 | $232k | 4.2k | 55.07 |
| 2017-06-30 | $233k | 4.2k | 55.31 |
| 2017-03-31 | $234k | 4.2k | 55.54 |
| 2016-12-31 | $292k | 5.3k | 55.02 |
| 2016-03-31 | $206k | 4.3k | 48.42 |
| 2015-12-31 | $253k | 4.7k | 54.41 |
| 2015-09-30 | $239k | 4.7k | 51.38 |
| 2015-06-30 | $285k | 5.1k | 56.18 |
| 2015-03-31 | $229k | 4.2k | 54.36 |
| 2014-12-31 | $6.6M | 120k | 54.82 |
| 2014-09-30 | $6.3M | 121k | 51.87 |
| 2014-06-30 | $6.4M | 122k | 52.56 |
| 2014-03-31 | $6.0M | 120k | 49.74 |
| 2013-12-31 | $5.3M | 118k | 45.40 |
| 2013-09-30 | $5.1M | 123k | 41.32 |
| 2013-06-30 | $5.0M | 122k | 41.27 |
| 2013-03-31 | $4.5M | 122k | 36.99 |
| 2012-12-31 | $3.9M | 115k | 34.18 |
| 2012-09-30 | $4.5M | 131k | 34.53 |
| 2012-06-30 | $4.6M | 136k | 33.44 |
| 2012-03-31 | $4.6M | 136k | 34.14 |
| 2011-12-31 | $3.6M | 130k | 27.56 |
| 2011-09-30 | $3.2M | 134k | 24.12 |
| 2011-06-30 | $3.8M | 136k | 28.06 |
| 2011-03-31 | $4.5M | 142k | 31.71 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management