Historical shareholding details of Circle Wealth Management, LLC holdings in Wells Fargo & Co. (WFC)

Monthly changes of Circle Wealth Management, LLC shareholding in Wells Fargo & Co. over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Circle Wealth Management, Llc 8,161 0.00%
Dec 31, 2024 Circle Wealth Management, Llc 8,849 0.00%
Sep 30, 2024 Circle Wealth Management, Llc 9,953 0.00%
Jun 30, 2024 Circle Wealth Management, Llc 9,937 0.00%
Mar 31, 2024 Circle Wealth Management, Llc 15,602 0.00%
Dec 31, 2023 Circle Wealth Management, Llc 15,496 0.00%
Sep 30, 2023 Circle Wealth Management, Llc 17,102 0.00%
Jun 30, 2023 Circle Wealth Management, Llc 33,975 0.00%
Mar 31, 2023 Circle Wealth Management, Llc 33,884 0.00%

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