WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,675 Value ($000) $995 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 10,594 Value ($000) $888 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 10,589 Value ($000) $848 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 10,450 Value ($000) $750 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 11,765 Value ($000) $826 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 10,561 Value ($000) $597 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 15,023 Value ($000) $892 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 17,498 Value ($000) $1,014 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 12,870 Value ($000) $633 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 21,813 Value ($000) $891 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 21,588 Value ($000) $921 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 26,077 Value ($000) $975 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 25,402 Value ($000) $1,049 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 24,197 Value ($000) $973 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 51,399 Value ($000) $2,013 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 44,357 Value ($000) $2,150 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 46,750 Value ($000) $2,243 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 45,680 Value ($000) $2,120 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 45,945 Value ($000) $2,081 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 41,480 Value ($000) $1,621 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 55,600 Value ($000) $1,678 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 71,298 Value ($000) $1,676 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 69,592 Value ($000) $1,782 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 67,651 Value ($000) $1,942 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 73,423 Value ($000) $3,950 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 75,710 Value ($000) $3,819 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 59,216 Value ($000) $2,815 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 71,105 Value ($000) $3,436 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 46,663 Value ($000) $2,150 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 47,940 Value ($000) $2,520 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 47,628 Value ($000) $2,641 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 52,393 Value ($000) $2,746 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 49,338 Value ($000) $2,993 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 74,869 Value ($000) $4,129 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 83,094 Value ($000) $4,604 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 77,621 Value ($000) $4,320 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 52,101 Value ($000) $2,871 Avg Close $39.03 Range $33.61 - $45.16