WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 194,849 Value ($000) $18,160 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 188,639 Value ($000) $15,812 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 185,616 Value ($000) $14,872 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 197,972 Value ($000) $14,212 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 206,455 Value ($000) $14,501 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 212,268 Value ($000) $11,991 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 218,568 Value ($000) $12,981 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 298,510 Value ($000) $17,302 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 331,342 Value ($000) $16,309 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 518,516 Value ($000) $21,187 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 531,447 Value ($000) $22,682 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 540,980 Value ($000) $20,222 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 559,773 Value ($000) $23,113 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 390,083 Value ($000) $15,689 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 393,006 Value ($000) $15,394 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 377,455 Value ($000) $18,291 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 468,543 Value ($000) $22,481 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 478,446 Value ($000) $22,205 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 397,235 Value ($000) $17,991 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 395,598 Value ($000) $15,456 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 445,403 Value ($000) $13,442 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 509,905 Value ($000) $11,988 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 556,056 Value ($000) $14,235 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 534,045 Value ($000) $15,327 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 573,832 Value ($000) $30,872 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 504,699 Value ($000) $25,457 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 531,985 Value ($000) $25,174 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 467,218 Value ($000) $22,576 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 440,873 Value ($000) $20,315 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 509,690 Value ($000) $26,789 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 476,036 Value ($000) $26,391 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 442,689 Value ($000) $23,201 Avg Close $47.72 Range $40.81 - $53.21

Q4 2017

Shares 328,930 Value ($000) $20,163 Avg Close $45.09 Range $42.00 - $49.81

Q3 2017

Shares 321,397 Value ($000) $17,725 Avg Close $42.14 Range $39.16 - $44.54

Q2 2017

Shares 328,584 Value ($000) $18,207 Avg Close $42.18 Range $40.11 - $44.66

Q1 2017

Shares 350,065 Value ($000) $19,485 Avg Close $44.36 Range $41.51 - $47.01

Q4 2016

Shares 363,585 Value ($000) $20,037 Avg Close $39.03 Range $33.61 - $45.16

Q3 2016

Shares 325,117 Value ($000) $14,396 Avg Close $36.83 Range $34.04 - $39.36

Q2 2016

Shares 242,133 Value ($000) $11,380 Avg Close $37.23 Range $34.07 - $39.20

Q1 2016

Shares 237,305 Value ($000) $11,500 Avg Close $37.11 Range $33.81 - $40.17

Q4 2015

Shares 280,760 Value ($000) $15,262 Avg Close $40.84 Range $37.08 - $42.48

Q3 2015

Shares 271,793 Value ($000) $13,957 Avg Close $41.08 Range $35.76 - $43.73

Q2 2015

Shares 242,156 Value ($000) $13,619 Avg Close $41.38 Range $39.58 - $43.35

Q1 2015

Shares 228,240 Value ($000) $12,576 Avg Close $39.85 Range $37.02 - $41.60

Q4 2014

Shares 184,372 Value ($000) $10,107 Avg Close $38.77 Range $33.87 - $41.08

Q3 2014

Shares 155,822 Value ($000) $8,082 Avg Close $37.41 Range $36.08 - $39.24

Q2 2014

Shares 151,444 Value ($000) $7,960 Avg Close $36.31 Range $33.60 - $38.42

Q1 2014

Shares 143,471 Value ($000) $7,136 Avg Close $33.41 Range $31.59 - $35.93

Q4 2013

Shares 142,009 Value ($000) $6,447 Avg Close $30.76 Range $28.42 - $32.60

Q3 2013

Shares 67,545 Value ($000) $2,791 Avg Close $30.19 Range $28.73 - $31.55

Q2 2013

Shares 137,360 Value ($000) $5,669 Avg Close $27.36 Range $25.29 - $29.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	194,849	$18,160	$86.63	$77.21 - $95.85
Q3 2025	188,639	$15,812	$80.47	$75.32 - $86.21
Q2 2025	185,616	$14,872	$71.15	$57.46 - $80.20
Q1 2025	197,972	$14,212	$73.70	$64.44 - $79.96
Q4 2024	206,455	$14,501	$66.67	$52.95 - $76.47
Q3 2024	212,268	$11,991	$54.85	$48.43 - $59.08
Q2 2024	218,568	$12,981	$56.87	$53.14 - $60.41
Q1 2024	298,510	$17,302	$50.13	$43.98 - $56.12
Q4 2023	331,342	$16,309	$41.03	$36.28 - $48.41
Q3 2023	518,516	$21,187	$40.69	$38.09 - $44.30
Q2 2023	531,447	$22,682	$37.64	$33.75 - $40.64
Q1 2023	540,980	$20,222	$40.47	$32.80 - $45.45
Q4 2022	559,773	$23,113	$40.83	$36.52 - $44.71
Q3 2022	390,083	$15,689	$39.37	$34.15 - $42.55
Q2 2022	393,006	$15,394	$39.95	$33.34 - $45.54
Q1 2022	377,455	$18,291	$48.49	$41.53 - $54.72
Q4 2021	468,543	$22,481	$44.41	$40.34 - $47.31
Q3 2021	478,446	$22,205	$41.59	$37.61 - $46.26
Q2 2021	397,235	$17,991	$39.98	$34.80 - $43.12
Q1 2021	395,598	$15,456	$31.62	$26.20 - $37.14
Q4 2020	445,403	$13,442	$23.04	$18.42 - $27.17
Q3 2020	509,905	$11,988	$21.83	$20.01 - $23.72
Q2 2020	556,056	$14,235	$23.98	$19.44 - $29.94
Q1 2020	534,045	$15,327	$36.64	$21.74 - $46.30
Q4 2019	573,832	$30,872	$44.70	$40.16 - $46.91
Q3 2019	504,699	$25,457	$39.79	$36.78 - $43.63
Q2 2019	531,985	$25,174	$39.08	$37.09 - $41.29
Q1 2019	467,218	$22,576	$40.76	$37.40 - $43.57
Q4 2018	440,873	$20,315	$42.03	$35.44 - $45.34
Q3 2018	509,690	$26,789	$46.51	$42.82 - $48.64
Q2 2018	476,036	$26,391	$43.34	$40.46 - $46.33
Q1 2018	442,689	$23,201	$47.72	$40.81 - $53.21
Q4 2017	328,930	$20,163	$45.09	$42.00 - $49.81
Q3 2017	321,397	$17,725	$42.14	$39.16 - $44.54
Q2 2017	328,584	$18,207	$42.18	$40.11 - $44.66
Q1 2017	350,065	$19,485	$44.36	$41.51 - $47.01
Q4 2016	363,585	$20,037	$39.03	$33.61 - $45.16
Q3 2016	325,117	$14,396	$36.83	$34.04 - $39.36
Q2 2016	242,133	$11,380	$37.23	$34.07 - $39.20
Q1 2016	237,305	$11,500	$37.11	$33.81 - $40.17
Q4 2015	280,760	$15,262	$40.84	$37.08 - $42.48
Q3 2015	271,793	$13,957	$41.08	$35.76 - $43.73
Q2 2015	242,156	$13,619	$41.38	$39.58 - $43.35
Q1 2015	228,240	$12,576	$39.85	$37.02 - $41.60
Q4 2014	184,372	$10,107	$38.77	$33.87 - $41.08
Q3 2014	155,822	$8,082	$37.41	$36.08 - $39.24
Q2 2014	151,444	$7,960	$36.31	$33.60 - $38.42
Q1 2014	143,471	$7,136	$33.41	$31.59 - $35.93
Q4 2013	142,009	$6,447	$30.76	$28.42 - $32.60
Q3 2013	67,545	$2,791	$30.19	$28.73 - $31.55
Q2 2013	137,360	$5,669	$27.36	$25.29 - $29.40