WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 288,923 Value ($000) $26,928 Avg Close $86.63 Range $77.21 - $95.85

Q2 2025

Shares 298,319 Value ($000) $23,901 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 240,236 Value ($000) $17,247 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 172,050 Value ($000) $12,085 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 206,331 Value ($000) $11,656 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 179,282 Value ($000) $10,648 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 128,048 Value ($000) $7,422 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 138,569 Value ($000) $6,820 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 140,095 Value ($000) $5,724 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 10,834 Value ($000) $4,283 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 3,467 Value ($000) $249 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 110,284 Value ($000) $4,554 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 120,260 Value ($000) $4,837 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 116,866 Value ($000) $4,578 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 114,292 Value ($000) $5,539 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 119,723 Value ($000) $5,744 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 120,108 Value ($000) $5,574 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 122,257 Value ($000) $5,537 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 97,045 Value ($000) $3,792 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 57,350 Value ($000) $1,731 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 58,094 Value ($000) $1,366 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 66,978 Value ($000) $1,715 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 71,399 Value ($000) $2,049 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 51,902 Value ($000) $2,792 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 45,009 Value ($000) $2,270 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 48,638 Value ($000) $2,302 Avg Close $39.08 Range $37.09 - $41.29

Q4 2018

Shares 56,955 Value ($000) $2,624 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 58,720 Value ($000) $3,086 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 40,514 Value ($000) $2,246 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 41,973 Value ($000) $2,200 Avg Close $47.72 Range $40.81 - $53.21

Q4 2017

Shares 35,987 Value ($000) $2,183 Avg Close $45.09 Range $42.00 - $49.81

Q3 2017

Shares 23,429 Value ($000) $1,292 Avg Close $42.14 Range $39.16 - $44.54

Q2 2017

Shares 26,073 Value ($000) $1,445 Avg Close $42.18 Range $40.11 - $44.66

Q1 2017

Shares 24,031 Value ($000) $1,338 Avg Close $44.36 Range $41.51 - $47.01

Q4 2016

Shares 23,572 Value ($000) $1,287 Avg Close $39.03 Range $33.61 - $45.16

Q3 2016

Shares 35,436 Value ($000) $1,569 Avg Close $36.83 Range $34.04 - $39.36

Q2 2016

Shares 48,457 Value ($000) $2,293 Avg Close $37.23 Range $34.07 - $39.20

Q1 2016

Shares 30,773 Value ($000) $1,488 Avg Close $37.11 Range $33.81 - $40.17

Q4 2015

Shares 23,260 Value ($000) $1,264 Avg Close $40.84 Range $37.08 - $42.48

Q3 2015

Shares 23,160 Value ($000) $1,189 Avg Close $41.08 Range $35.76 - $43.73

Q2 2015

Shares 22,260 Value ($000) $1,251,876 Avg Close $41.38 Range $39.58 - $43.35

Q1 2015

Shares 21,323 Value ($000) $1,159,946 Avg Close $39.85 Range $37.02 - $41.60

Q4 2014

Shares 26,129 Value ($000) $1,432 Avg Close $38.77 Range $33.87 - $41.08

Q3 2014

Shares 25,388 Value ($000) $1,317 Avg Close $37.41 Range $36.08 - $39.24

Q2 2014

Shares 13,458 Value ($000) $707 Avg Close $36.31 Range $33.60 - $38.42

Q1 2014

Shares 8,144 Value ($000) $405 Avg Close $33.41 Range $31.59 - $35.93

Q4 2013

Shares 8,583 Value ($000) $390 Avg Close $30.76 Range $28.42 - $32.60

Q3 2013

Shares 8,769 Value ($000) $362 Avg Close $30.19 Range $28.73 - $31.55

Q2 2013

Shares 7,408 Value ($000) $306 Avg Close $27.36 Range $25.29 - $29.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	288,923	$26,928	$86.63	$77.21 - $95.85
Q2 2025	298,319	$23,901	$71.15	$57.46 - $80.20
Q1 2025	240,236	$17,247	$73.70	$64.44 - $79.96
Q4 2024	172,050	$12,085	$66.67	$52.95 - $76.47
Q3 2024	206,331	$11,656	$54.85	$48.43 - $59.08
Q2 2024	179,282	$10,648	$56.87	$53.14 - $60.41
Q1 2024	128,048	$7,422	$50.13	$43.98 - $56.12
Q4 2023	138,569	$6,820	$41.03	$36.28 - $48.41
Q3 2023	140,095	$5,724	$40.69	$38.09 - $44.30
Q2 2023	10,834	$4,283	$37.64	$33.75 - $40.64
Q1 2023	3,467	$249	$40.47	$32.80 - $45.45
Q4 2022	110,284	$4,554	$40.83	$36.52 - $44.71
Q3 2022	120,260	$4,837	$39.37	$34.15 - $42.55
Q2 2022	116,866	$4,578	$39.95	$33.34 - $45.54
Q1 2022	114,292	$5,539	$48.49	$41.53 - $54.72
Q4 2021	119,723	$5,744	$44.41	$40.34 - $47.31
Q3 2021	120,108	$5,574	$41.59	$37.61 - $46.26
Q2 2021	122,257	$5,537	$39.98	$34.80 - $43.12
Q1 2021	97,045	$3,792	$31.62	$26.20 - $37.14
Q4 2020	57,350	$1,731	$23.04	$18.42 - $27.17
Q3 2020	58,094	$1,366	$21.83	$20.01 - $23.72
Q2 2020	66,978	$1,715	$23.98	$19.44 - $29.94
Q1 2020	71,399	$2,049	$36.64	$21.74 - $46.30
Q4 2019	51,902	$2,792	$44.70	$40.16 - $46.91
Q3 2019	45,009	$2,270	$39.79	$36.78 - $43.63
Q2 2019	48,638	$2,302	$39.08	$37.09 - $41.29
Q4 2018	56,955	$2,624	$42.03	$35.44 - $45.34
Q3 2018	58,720	$3,086	$46.51	$42.82 - $48.64
Q2 2018	40,514	$2,246	$43.34	$40.46 - $46.33
Q1 2018	41,973	$2,200	$47.72	$40.81 - $53.21
Q4 2017	35,987	$2,183	$45.09	$42.00 - $49.81
Q3 2017	23,429	$1,292	$42.14	$39.16 - $44.54
Q2 2017	26,073	$1,445	$42.18	$40.11 - $44.66
Q1 2017	24,031	$1,338	$44.36	$41.51 - $47.01
Q4 2016	23,572	$1,287	$39.03	$33.61 - $45.16
Q3 2016	35,436	$1,569	$36.83	$34.04 - $39.36
Q2 2016	48,457	$2,293	$37.23	$34.07 - $39.20
Q1 2016	30,773	$1,488	$37.11	$33.81 - $40.17
Q4 2015	23,260	$1,264	$40.84	$37.08 - $42.48
Q3 2015	23,160	$1,189	$41.08	$35.76 - $43.73
Q2 2015	22,260	$1,251,876	$41.38	$39.58 - $43.35
Q1 2015	21,323	$1,159,946	$39.85	$37.02 - $41.60
Q4 2014	26,129	$1,432	$38.77	$33.87 - $41.08
Q3 2014	25,388	$1,317	$37.41	$36.08 - $39.24
Q2 2014	13,458	$707	$36.31	$33.60 - $38.42
Q1 2014	8,144	$405	$33.41	$31.59 - $35.93
Q4 2013	8,583	$390	$30.76	$28.42 - $32.60
Q3 2013	8,769	$362	$30.19	$28.73 - $31.55
Q2 2013	7,408	$306	$27.36	$25.29 - $29.40