WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 1,606 Value ($000) $150 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 1,606 Value ($000) $135 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 1,806 Value ($000) $145 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 1,806 Value ($000) $130 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 1,806 Value ($000) $127 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 1,806 Value ($000) $102 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 1,606 Value ($000) $95 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 1,606 Value ($000) $93 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 1,606 Value ($000) $79 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 1,306 Value ($000) $53 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 1,306 Value ($000) $56 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 4,208 Value ($000) $157 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 4,208 Value ($000) $174 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 4,493 Value ($000) $181 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 6,593 Value ($000) $258 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 1,306 Value ($000) $63 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 1,306 Value ($000) $63 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 1,306 Value ($000) $60,611 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 1,306 Value ($000) $59,149 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 1,306 Value ($000) $51,025 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 1,307 Value ($000) $39 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 2,797 Value ($000) $65,757 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 2,797 Value ($000) $71,603 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 3,797 Value ($000) $108,974 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 4,616 Value ($000) $248,341 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 3,797 Value ($000) $191 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 4,704 Value ($000) $222,615 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 3,797 Value ($000) $183,471 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 3,797 Value ($000) $174 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 3,831 Value ($000) $201 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 3,831 Value ($000) $213 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 31,864 Value ($000) $1,673 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 28,007 Value ($000) $1,694 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 27,115 Value ($000) $1,495 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 24,090 Value ($000) $1,336 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 24,877 Value ($000) $1,386 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 23,061 Value ($000) $1,273 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 20,313 Value ($000) $899 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 16,087 Value ($000) $758 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 8,297 Value ($000) $399 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 6,971 Value ($000) $382 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 5,998 Value ($000) $309 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 5,084 Value ($000) $287 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 5,083 Value ($000) $278 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 5,083 Value ($000) $280 Avg Close $38.77 Range $33.87 - $41.08
Q3 2014
Shares 4,596 Value ($000) $239 Avg Close $37.41 Range $36.08 - $39.24
Q2 2014
Shares 5,381 Value ($000) $283 Avg Close $36.31 Range $33.60 - $38.42
Q1 2014
Shares 5,371 Value ($000) $266 Avg Close $33.41 Range $31.59 - $35.93
Q4 2013
Shares 5,371 Value ($000) $245 Avg Close $30.76 Range $28.42 - $32.60