WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 6,303 Value ($000) $587 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 6,302 Value ($000) $528 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 4,802 Value ($000) $385 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 4,700 Value ($000) $337 Avg Close $73.70 Range $64.44 - $79.96
Q3 2024
Shares 8,422 Value ($000) $476 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 8,116 Value ($000) $482 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 8,128 Value ($000) $471 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 9,311 Value ($000) $458 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 9,205 Value ($000) $376 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 7,800 Value ($000) $333 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 6,800 Value ($000) $254 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 5,900 Value ($000) $244 Avg Close $40.83 Range $36.52 - $44.71