WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 38,381 Value ($000) $3,577 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 37,686 Value ($000) $3,159 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 38,412 Value ($000) $3,078 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 38,753 Value ($000) $2,782 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 39,648 Value ($000) $2,785 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 39,993 Value ($000) $2,259 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 39,794 Value ($000) $2,363 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 41,180 Value ($000) $2,387 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 42,172 Value ($000) $2,076 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 43,681 Value ($000) $1,785 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 47,708 Value ($000) $2,036 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 47,543 Value ($000) $1,777 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 42,528 Value ($000) $1,756 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 43,027 Value ($000) $1,731 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 42,759 Value ($000) $1,675 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 41,348 Value ($000) $2,004 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 40,917 Value ($000) $1,963 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 42,244 Value ($000) $1,961 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 75,669 Value ($000) $3,427 Avg Close $39.98 Range $34.80 - $43.12
Q1 2020
Shares 6,970 Value ($000) $200 Avg Close $36.64 Range $21.74 - $46.30
Q3 2018
Shares 3,820 Value ($000) $201 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 3,819 Value ($000) $212 Avg Close $43.34 Range $40.46 - $46.33
Q4 2017
Shares 104,774 Value ($000) $6,357 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 106,120 Value ($000) $5,853 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 105,528 Value ($000) $5,847 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 100,875 Value ($000) $5,615 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 101,099 Value ($000) $5,572 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 106,061 Value ($000) $4,696 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 137,025 Value ($000) $6,485 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 126,565 Value ($000) $6,121 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 68,607 Value ($000) $3,729 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 67,303 Value ($000) $3,456 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 63,241 Value ($000) $3,557 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 62,760 Value ($000) $3,458 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 58,585 Value ($000) $3,212 Avg Close $38.77 Range $33.87 - $41.08
Q3 2014
Shares 58,365 Value ($000) $3,027 Avg Close $37.41 Range $36.08 - $39.24
Q2 2014
Shares 39,097 Value ($000) $2,055 Avg Close $36.31 Range $33.60 - $38.42
Q1 2014
Shares 39,097 Value ($000) $1,945 Avg Close $33.41 Range $31.59 - $35.93
Q4 2013
Shares 34,272 Value ($000) $1,556 Avg Close $30.76 Range $28.42 - $32.60
Q3 2013
Shares 34,169 Value ($000) $1,412 Avg Close $30.19 Range $28.73 - $31.55
Q2 2013
Shares 32,618 Value ($000) $1,346 Avg Close $27.36 Range $25.29 - $29.40