Wells Fargo & Company shares owned by LVW Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $534k | 9.2k | 57.96 |
| 2023-12-31 | $451k | 9.2k | 49.22 |
| 2023-09-30 | $397k | 9.7k | 40.86 |
| 2023-06-30 | $426k | 10k | 42.68 |
| 2023-03-31 | $373k | 10k | 37.38 |
| 2022-12-31 | $408k | 9.9k | 41.29 |
| 2022-09-30 | $320k | 8.0k | 40.21 |
| 2022-06-30 | $278k | 7.1k | 39.13 |
| 2022-03-31 | $348k | 7.2k | 48.45 |
| 2021-12-31 | $319k | 6.7k | 47.92 |
| 2021-09-30 | $368k | 7.9k | 46.45 |
| 2021-06-30 | $309k | 6.8k | 45.32 |
| 2020-09-30 | $206k | 8.7k | 23.56 |
| 2020-06-30 | $2.2M | 85k | 25.60 |
| 2020-03-31 | $3.2M | 110k | 28.70 |
| 2019-12-31 | $4.1M | 76k | 53.79 |
| 2019-09-30 | $3.8M | 76k | 50.44 |
| 2019-06-30 | $2.7M | 57k | 47.32 |
| 2019-03-31 | $3.3M | 69k | 48.32 |
| 2018-12-31 | $2.7M | 59k | 46.09 |
| 2018-09-30 | $4.5M | 85k | 52.56 |
| 2018-06-30 | $4.7M | 84k | 55.45 |
| 2018-03-31 | $4.3M | 81k | 52.41 |
| 2017-12-31 | $5.1M | 84k | 60.67 |
| 2017-09-30 | $4.1M | 75k | 55.15 |
| 2017-06-30 | $3.0M | 54k | 55.40 |
| 2017-03-31 | $3.0M | 55k | 55.65 |
| 2016-12-31 | $3.3M | 60k | 55.11 |
| 2016-09-30 | $2.7M | 60k | 44.28 |
| 2016-06-30 | $2.4M | 50k | 47.34 |
| 2016-03-31 | $832k | 17k | 48.35 |
| 2015-12-31 | $1.1M | 19k | 54.38 |
| 2015-09-30 | $1.1M | 22k | 51.34 |
| 2015-06-30 | $866k | 18k | 49.48 |
| 2015-03-31 | $669k | 12k | 54.43 |
| 2014-12-31 | $376k | 6.9k | 54.81 |