WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025

Shares 25,701 Value ($000) $2,395 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 25,701 Value ($000) $2,154 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 29,839 Value ($000) $2,391 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 31,992 Value ($000) $2,297 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 33,049 Value ($000) $2,321 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 34,714 Value ($000) $1,961 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 34,998 Value ($000) $2,079 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 41,314 Value ($000) $2,395 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 47,032 Value ($000) $2,315 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 155,453 Value ($000) $6,497 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 79,539 Value ($000) $3,395 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 76,755 Value ($000) $2,869 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 77,589 Value ($000) $3,204 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 72,376 Value ($000) $2,911 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 62,767 Value ($000) $2,459 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 62,740 Value ($000) $3,040 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 81,393 Value ($000) $3,905 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 110,604 Value ($000) $5,133 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 111,077 Value ($000) $5,031 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 136,535 Value ($000) $5,986 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 146,897 Value ($000) $4,433 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 119,749 Value ($000) $2,815 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 68,766 Value ($000) $1,760 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 68,414 Value ($000) $1,963 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 70,682 Value ($000) $3,803 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 71,253 Value ($000) $3,594 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 71,303 Value ($000) $3,374 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 94,067 Value ($000) $4,545 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 88,850 Value ($000) $4,094 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 81,739 Value ($000) $4,296 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 86,806 Value ($000) $4,813 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 77,178 Value ($000) $4,045 Avg Close $47.72 Range $40.81 - $53.21

Q4 2017

Shares 64,121 Value ($000) $3,890 Avg Close $45.09 Range $42.00 - $49.81

Q3 2017

Shares 65,249 Value ($000) $3,598 Avg Close $42.14 Range $39.16 - $44.54

Q2 2017

Shares 68,423 Value ($000) $3,791 Avg Close $42.18 Range $40.11 - $44.66

Q1 2017

Shares 26,493 Value ($000) $1,426 Avg Close $44.36 Range $41.51 - $47.01

Q4 2016

Shares 45,136 Value ($000) $2,487 Avg Close $39.03 Range $33.61 - $45.16

Q3 2016

Shares 45,419 Value ($000) $2,011 Avg Close $36.83 Range $34.04 - $39.36

Q2 2016

Shares 43,404 Value ($000) $2,054 Avg Close $37.23 Range $34.07 - $39.20

Q1 2016

Shares 38,581 Value ($000) $1,866 Avg Close $37.11 Range $33.81 - $40.17

Q4 2015

Shares 35,876 Value ($000) $1,950 Avg Close $40.84 Range $37.08 - $42.48

Q3 2015

Shares 30,789 Value ($000) $1,581 Avg Close $41.08 Range $35.76 - $43.73

Q2 2015

Shares 26,682 Value ($000) $1,501 Avg Close $41.38 Range $39.58 - $43.35

Q1 2015

Shares 19,164 Value ($000) $1,043 Avg Close $39.85 Range $37.02 - $41.60

Q4 2014

Shares 17,423 Value ($000) $955 Avg Close $38.77 Range $33.87 - $41.08

Q3 2014

Shares 16,324 Value ($000) $847 Avg Close $37.41 Range $36.08 - $39.24

Q2 2014

Shares 14,018 Value ($000) $737 Avg Close $36.31 Range $33.60 - $38.42

Q1 2014

Shares 13,554 Value ($000) $674 Avg Close $33.41 Range $31.59 - $35.93

Q4 2013

Shares 9,838 Value ($000) $447 Avg Close $30.76 Range $28.42 - $32.60

Q3 2013

Shares 9,645 Value ($000) $399 Avg Close $30.19 Range $28.73 - $31.55

Q2 2013

Shares 11,254 Value ($000) $464 Avg Close $27.36 Range $25.29 - $29.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,701	$2,395	$86.63	$77.21 - $95.85
Q3 2025	25,701	$2,154	$80.47	$75.32 - $86.21
Q2 2025	29,839	$2,391	$71.15	$57.46 - $80.20
Q1 2025	31,992	$2,297	$73.70	$64.44 - $79.96
Q4 2024	33,049	$2,321	$66.67	$52.95 - $76.47
Q3 2024	34,714	$1,961	$54.85	$48.43 - $59.08
Q2 2024	34,998	$2,079	$56.87	$53.14 - $60.41
Q1 2024	41,314	$2,395	$50.13	$43.98 - $56.12
Q4 2023	47,032	$2,315	$41.03	$36.28 - $48.41
Q3 2023	155,453	$6,497	$40.69	$38.09 - $44.30
Q2 2023	79,539	$3,395	$37.64	$33.75 - $40.64
Q1 2023	76,755	$2,869	$40.47	$32.80 - $45.45
Q4 2022	77,589	$3,204	$40.83	$36.52 - $44.71
Q3 2022	72,376	$2,911	$39.37	$34.15 - $42.55
Q2 2022	62,767	$2,459	$39.95	$33.34 - $45.54
Q1 2022	62,740	$3,040	$48.49	$41.53 - $54.72
Q4 2021	81,393	$3,905	$44.41	$40.34 - $47.31
Q3 2021	110,604	$5,133	$41.59	$37.61 - $46.26
Q2 2021	111,077	$5,031	$39.98	$34.80 - $43.12
Q1 2021	136,535	$5,986	$31.62	$26.20 - $37.14
Q4 2020	146,897	$4,433	$23.04	$18.42 - $27.17
Q3 2020	119,749	$2,815	$21.83	$20.01 - $23.72
Q2 2020	68,766	$1,760	$23.98	$19.44 - $29.94
Q1 2020	68,414	$1,963	$36.64	$21.74 - $46.30
Q4 2019	70,682	$3,803	$44.70	$40.16 - $46.91
Q3 2019	71,253	$3,594	$39.79	$36.78 - $43.63
Q2 2019	71,303	$3,374	$39.08	$37.09 - $41.29
Q1 2019	94,067	$4,545	$40.76	$37.40 - $43.57
Q4 2018	88,850	$4,094	$42.03	$35.44 - $45.34
Q3 2018	81,739	$4,296	$46.51	$42.82 - $48.64
Q2 2018	86,806	$4,813	$43.34	$40.46 - $46.33
Q1 2018	77,178	$4,045	$47.72	$40.81 - $53.21
Q4 2017	64,121	$3,890	$45.09	$42.00 - $49.81
Q3 2017	65,249	$3,598	$42.14	$39.16 - $44.54
Q2 2017	68,423	$3,791	$42.18	$40.11 - $44.66
Q1 2017	26,493	$1,426	$44.36	$41.51 - $47.01
Q4 2016	45,136	$2,487	$39.03	$33.61 - $45.16
Q3 2016	45,419	$2,011	$36.83	$34.04 - $39.36
Q2 2016	43,404	$2,054	$37.23	$34.07 - $39.20
Q1 2016	38,581	$1,866	$37.11	$33.81 - $40.17
Q4 2015	35,876	$1,950	$40.84	$37.08 - $42.48
Q3 2015	30,789	$1,581	$41.08	$35.76 - $43.73
Q2 2015	26,682	$1,501	$41.38	$39.58 - $43.35
Q1 2015	19,164	$1,043	$39.85	$37.02 - $41.60
Q4 2014	17,423	$955	$38.77	$33.87 - $41.08
Q3 2014	16,324	$847	$37.41	$36.08 - $39.24
Q2 2014	14,018	$737	$36.31	$33.60 - $38.42
Q1 2014	13,554	$674	$33.41	$31.59 - $35.93
Q4 2013	9,838	$447	$30.76	$28.42 - $32.60
Q3 2013	9,645	$399	$30.19	$28.73 - $31.55
Q2 2013	11,254	$464	$27.36	$25.29 - $29.40