WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 3,461 Value ($000) $323 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 3,484 Value ($000) $292 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 3,086 Value ($000) $247 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 3,082 Value ($000) $221 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 3,268 Value ($000) $230 Avg Close $66.67 Range $52.95 - $76.47
Q4 2019
Shares 5,605 Value ($000) $302 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 5,197 Value ($000) $262 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 4,657 Value ($000) $220 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 4,864 Value ($000) $235 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 4,693 Value ($000) $216 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 4,708 Value ($000) $247 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 4,813 Value ($000) $267 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 4,412 Value ($000) $231 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 4,198 Value ($000) $255 Avg Close $45.09 Range $42.00 - $49.81