WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 7,704 Value ($000) $718 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 7,835 Value ($000) $657 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,854 Value ($000) $629 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,849 Value ($000) $564 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 7,845 Value ($000) $551 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 8,370 Value ($000) $473 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 9,846 Value ($000) $585 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 10,393 Value ($000) $602 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 10,387 Value ($000) $511 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 10,542 Value ($000) $431 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 10,886 Value ($000) $465 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 10,246 Value ($000) $383 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 9,217 Value ($000) $381 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 8,513 Value ($000) $342 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 11,837 Value ($000) $464 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 11,667 Value ($000) $565 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 8,662 Value ($000) $416 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 8,757 Value ($000) $406 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 8,968 Value ($000) $406 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 25,938 Value ($000) $1,013 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 26,168 Value ($000) $790 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 35,680 Value ($000) $839 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 10,314 Value ($000) $264 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 8,552 Value ($000) $245 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 7,287 Value ($000) $392 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 6,940 Value ($000) $350 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 9,490 Value ($000) $449 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 12,576 Value ($000) $608 Avg Close $40.76 Range $37.40 - $43.57
Q3 2018
Shares 12,023 Value ($000) $632 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 11,940 Value ($000) $661 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 11,841 Value ($000) $610 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 11,195 Value ($000) $680 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 11,118 Value ($000) $611 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 9,891 Value ($000) $548 Avg Close $42.18 Range $40.11 - $44.66