WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 8,702 Value ($000) $811 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 8,210 Value ($000) $688 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 17,712 Value ($000) $1,419 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 17,229 Value ($000) $1,237 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 17,338 Value ($000) $1,218 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 19,474 Value ($000) $1,100 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 19,902 Value ($000) $1,182 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 16,729 Value ($000) $970 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 14,586 Value ($000) $718 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 15,786 Value ($000) $645 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 17,058 Value ($000) $728 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 16,958 Value ($000) $634 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 15,223 Value ($000) $629 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 9,133 Value ($000) $368 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 5,378 Value ($000) $211 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 4,567 Value ($000) $222 Avg Close $48.49 Range $41.53 - $54.72
Q4 2019
Shares 8,970 Value ($000) $483 Avg Close $44.70 Range $40.16 - $46.91
Q4 2018
Shares 6,599 Value ($000) $347 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 6,599 Value ($000) $347 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 9,139 Value ($000) $507 Avg Close $43.34 Range $40.46 - $46.33