WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025

Shares 38,475 Value ($000) $3,586 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 38,475 Value ($000) $3,225 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 37,075 Value ($000) $2,970 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 36,826 Value ($000) $2,644 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 36,995 Value ($000) $2,599 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 37,204 Value ($000) $2,102 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 37,554 Value ($000) $2,230 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 37,848 Value ($000) $2,194 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 37,976 Value ($000) $1,869 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 38,222 Value ($000) $1,562 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 37,960 Value ($000) $1,620 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 39,347 Value ($000) $1,471 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 39,223 Value ($000) $1,620 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 39,450 Value ($000) $1,587 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 39,450 Value ($000) $1,546 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 39,385 Value ($000) $1,909 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 42,284 Value ($000) $2,028 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 44,222 Value ($000) $2,052 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 44,772 Value ($000) $2,027 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 45,672 Value ($000) $1,784 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 56,354 Value ($000) $1,701 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 74,625 Value ($000) $1,755 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 79,186 Value ($000) $2,027 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 89,133 Value ($000) $2,558 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 98,215 Value ($000) $5,283 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 101,209 Value ($000) $5,106 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 103,618 Value ($000) $4,903 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 105,849 Value ($000) $5,115 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 108,997 Value ($000) $5,022 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 117,232 Value ($000) $6,161 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 130,982 Value ($000) $7,261 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 123,564 Value ($000) $6,476 Avg Close $47.72 Range $40.81 - $53.21

Q4 2017

Shares 130,793 Value ($000) $7,936 Avg Close $45.09 Range $42.00 - $49.81

Q3 2017

Shares 133,450 Value ($000) $7,360 Avg Close $42.14 Range $39.16 - $44.54

Q2 2017

Shares 133,350 Value ($000) $7,388 Avg Close $42.18 Range $40.11 - $44.66

Q1 2017

Shares 138,641 Value ($000) $7,717 Avg Close $44.36 Range $41.51 - $47.01

Q4 2016

Shares 139,167 Value ($000) $7,670 Avg Close $39.03 Range $33.61 - $45.16

Q3 2016

Shares 151,994 Value ($000) $6,731 Avg Close $36.83 Range $34.04 - $39.36

Q2 2016

Shares 152,764 Value ($000) $7,230 Avg Close $37.23 Range $34.07 - $39.20

Q1 2016

Shares 162,232 Value ($000) $7,846 Avg Close $37.11 Range $33.81 - $40.17

Q4 2015

Shares 165,261 Value ($000) $8,984 Avg Close $40.84 Range $37.08 - $42.48

Q3 2015

Shares 165,156 Value ($000) $8,480 Avg Close $41.08 Range $35.76 - $43.73

Q2 2015

Shares 165,038 Value ($000) $9,280 Avg Close $41.38 Range $39.58 - $43.35

Q1 2015

Shares 168,194 Value ($000) $9,152 Avg Close $39.85 Range $37.02 - $41.60

Q4 2014

Shares 168,987 Value ($000) $9,261 Avg Close $38.77 Range $33.87 - $41.08

Q3 2014

Shares 193,116 Value ($000) $10,015 Avg Close $37.41 Range $36.08 - $39.24

Q2 2014

Shares 194,905 Value ($000) $10,245 Avg Close $36.31 Range $33.60 - $38.42

Q1 2014

Shares 201,412 Value ($000) $10,018 Avg Close $33.41 Range $31.59 - $35.93

Q4 2013

Shares 208,429 Value ($000) $9,464 Avg Close $30.76 Range $28.42 - $32.60

Q3 2013

Shares 212,200 Value ($000) $8,766 Avg Close $30.19 Range $28.73 - $31.55

Q2 2013

Shares 213,500 Value ($000) $8,807 Avg Close $27.36 Range $25.29 - $29.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	38,475	$3,586	$86.63	$77.21 - $95.85
Q3 2025	38,475	$3,225	$80.47	$75.32 - $86.21
Q2 2025	37,075	$2,970	$71.15	$57.46 - $80.20
Q1 2025	36,826	$2,644	$73.70	$64.44 - $79.96
Q4 2024	36,995	$2,599	$66.67	$52.95 - $76.47
Q3 2024	37,204	$2,102	$54.85	$48.43 - $59.08
Q2 2024	37,554	$2,230	$56.87	$53.14 - $60.41
Q1 2024	37,848	$2,194	$50.13	$43.98 - $56.12
Q4 2023	37,976	$1,869	$41.03	$36.28 - $48.41
Q3 2023	38,222	$1,562	$40.69	$38.09 - $44.30
Q2 2023	37,960	$1,620	$37.64	$33.75 - $40.64
Q1 2023	39,347	$1,471	$40.47	$32.80 - $45.45
Q4 2022	39,223	$1,620	$40.83	$36.52 - $44.71
Q3 2022	39,450	$1,587	$39.37	$34.15 - $42.55
Q2 2022	39,450	$1,546	$39.95	$33.34 - $45.54
Q1 2022	39,385	$1,909	$48.49	$41.53 - $54.72
Q4 2021	42,284	$2,028	$44.41	$40.34 - $47.31
Q3 2021	44,222	$2,052	$41.59	$37.61 - $46.26
Q2 2021	44,772	$2,027	$39.98	$34.80 - $43.12
Q1 2021	45,672	$1,784	$31.62	$26.20 - $37.14
Q4 2020	56,354	$1,701	$23.04	$18.42 - $27.17
Q3 2020	74,625	$1,755	$21.83	$20.01 - $23.72
Q2 2020	79,186	$2,027	$23.98	$19.44 - $29.94
Q1 2020	89,133	$2,558	$36.64	$21.74 - $46.30
Q4 2019	98,215	$5,283	$44.70	$40.16 - $46.91
Q3 2019	101,209	$5,106	$39.79	$36.78 - $43.63
Q2 2019	103,618	$4,903	$39.08	$37.09 - $41.29
Q1 2019	105,849	$5,115	$40.76	$37.40 - $43.57
Q4 2018	108,997	$5,022	$42.03	$35.44 - $45.34
Q3 2018	117,232	$6,161	$46.51	$42.82 - $48.64
Q2 2018	130,982	$7,261	$43.34	$40.46 - $46.33
Q1 2018	123,564	$6,476	$47.72	$40.81 - $53.21
Q4 2017	130,793	$7,936	$45.09	$42.00 - $49.81
Q3 2017	133,450	$7,360	$42.14	$39.16 - $44.54
Q2 2017	133,350	$7,388	$42.18	$40.11 - $44.66
Q1 2017	138,641	$7,717	$44.36	$41.51 - $47.01
Q4 2016	139,167	$7,670	$39.03	$33.61 - $45.16
Q3 2016	151,994	$6,731	$36.83	$34.04 - $39.36
Q2 2016	152,764	$7,230	$37.23	$34.07 - $39.20
Q1 2016	162,232	$7,846	$37.11	$33.81 - $40.17
Q4 2015	165,261	$8,984	$40.84	$37.08 - $42.48
Q3 2015	165,156	$8,480	$41.08	$35.76 - $43.73
Q2 2015	165,038	$9,280	$41.38	$39.58 - $43.35
Q1 2015	168,194	$9,152	$39.85	$37.02 - $41.60
Q4 2014	168,987	$9,261	$38.77	$33.87 - $41.08
Q3 2014	193,116	$10,015	$37.41	$36.08 - $39.24
Q2 2014	194,905	$10,245	$36.31	$33.60 - $38.42
Q1 2014	201,412	$10,018	$33.41	$31.59 - $35.93
Q4 2013	208,429	$9,464	$30.76	$28.42 - $32.60
Q3 2013	212,200	$8,766	$30.19	$28.73 - $31.55
Q2 2013	213,500	$8,807	$27.36	$25.29 - $29.40