WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 8,126 Value ($000) $757 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 7,978 Value ($000) $669 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 8,019 Value ($000) $643 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 8,185 Value ($000) $588 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 3,072 Value ($000) $216 Avg Close $66.67 Range $52.95 - $76.47
Q2 2024
Shares 3,510 Value ($000) $208 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 3,543 Value ($000) $205 Avg Close $50.13 Range $43.98 - $56.12
Q3 2018
Shares 4,891 Value ($000) $257 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 4,854 Value ($000) $272 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 5,100 Value ($000) $267 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 4,956 Value ($000) $300 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 9,527 Value ($000) $413 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 5,347 Value ($000) $299 Avg Close $42.18 Range $40.11 - $44.66
Q2 2016
Shares 22,123 Value ($000) $1,060 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 107,505 Value ($000) $5,199 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 103,643 Value ($000) $56,416 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 96,417 Value ($000) $4,951 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 93,232 Value ($000) $5,243 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 86,555 Value ($000) $4,709 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 79,479 Value ($000) $4,357 Avg Close $38.77 Range $33.87 - $41.08
Q3 2014
Shares 75,101 Value ($000) $3,895 Avg Close $37.41 Range $36.08 - $39.24
Q2 2014
Shares 70,825 Value ($000) $3,723 Avg Close $36.31 Range $33.60 - $38.42