WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2025

Shares 2,509 Value ($000) $201 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 3,211 Value ($000) $231 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 3,184 Value ($000) $224 Avg Close $66.67 Range $52.95 - $76.47

Q2 2024

Shares 4,106 Value ($000) $244 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 4,253 Value ($000) $246 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 4,239 Value ($000) $209 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 21,287 Value ($000) $870 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 21,802 Value ($000) $931 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 22,685 Value ($000) $848 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 35,767 Value ($000) $1,735 Avg Close $40.83 Range $36.52 - $44.71

Q1 2022

Shares 102,857 Value ($000) $4,488 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 284,731 Value ($000) $15,319 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 284,548 Value ($000) $14,299 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 283,139 Value ($000) $14,344 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 264,182 Value ($000) $12,084 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 82,308 Value ($000) $2,688 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 146,934 Value ($000) $3,498 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 199,345 Value ($000) $4,988 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 170,527 Value ($000) $4,103 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 107,791 Value ($000) $5,151 Avg Close $44.70 Range $40.16 - $46.91

Q3 2019

Shares 107,443 Value ($000) $5,726 Avg Close $39.79 Range $36.78 - $43.63

Q2 2019

Shares 40,301 Value ($000) $1,852 Avg Close $39.08 Range $37.09 - $41.29

Q1 2019

Shares 41,033 Value ($000) $1,881 Avg Close $40.76 Range $37.40 - $43.57

Q4 2018

Shares 41,682 Value ($000) $2,052 Avg Close $42.03 Range $35.44 - $45.34

Q3 2018

Shares 41,518 Value ($000) $2,181 Avg Close $46.51 Range $42.82 - $48.64

Q2 2018

Shares 41,667 Value ($000) $2,310 Avg Close $43.34 Range $40.46 - $46.33

Q1 2018

Shares 42,114 Value ($000) $2,208 Avg Close $47.72 Range $40.81 - $53.21

Q4 2017

Shares 40,342 Value ($000) $2,448 Avg Close $45.09 Range $42.00 - $49.81

Q3 2017

Shares 40,476 Value ($000) $2,232 Avg Close $42.14 Range $39.16 - $44.54

Q2 2017

Shares 40,864 Value ($000) $2,264 Avg Close $42.18 Range $40.11 - $44.66

Q1 2017

Shares 1,351 Value ($000) $74,300 Avg Close $44.36 Range $41.51 - $47.01

Q3 2016

Shares 103,832 Value ($000) $4,542,638 Avg Close $36.83 Range $34.04 - $39.36

Q2 2016

Shares 196,446 Value ($000) $4,494,317 Avg Close $37.23 Range $34.07 - $39.20

Q4 2015

Shares 190,633 Value ($000) $3,520,188 Avg Close $40.84 Range $37.08 - $42.48

Q2 2015

Shares 51,165 Value ($000) $2,878 Avg Close $41.38 Range $39.58 - $43.35

Q1 2015

Shares 36,551 Value ($000) $1,988 Avg Close $39.85 Range $37.02 - $41.60

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	2,509	$201	$71.15	$57.46 - $80.20
Q1 2025	3,211	$231	$73.70	$64.44 - $79.96
Q4 2024	3,184	$224	$66.67	$52.95 - $76.47
Q2 2024	4,106	$244	$56.87	$53.14 - $60.41
Q1 2024	4,253	$246	$50.13	$43.98 - $56.12
Q4 2023	4,239	$209	$41.03	$36.28 - $48.41
Q3 2023	21,287	$870	$40.69	$38.09 - $44.30
Q2 2023	21,802	$931	$37.64	$33.75 - $40.64
Q1 2023	22,685	$848	$40.47	$32.80 - $45.45
Q4 2022	35,767	$1,735	$40.83	$36.52 - $44.71
Q1 2022	102,857	$4,488	$48.49	$41.53 - $54.72
Q4 2021	284,731	$15,319	$44.41	$40.34 - $47.31
Q3 2021	284,548	$14,299	$41.59	$37.61 - $46.26
Q2 2021	283,139	$14,344	$39.98	$34.80 - $43.12
Q1 2021	264,182	$12,084	$31.62	$26.20 - $37.14
Q4 2020	82,308	$2,688	$23.04	$18.42 - $27.17
Q3 2020	146,934	$3,498	$21.83	$20.01 - $23.72
Q2 2020	199,345	$4,988	$23.98	$19.44 - $29.94
Q1 2020	170,527	$4,103	$36.64	$21.74 - $46.30
Q4 2019	107,791	$5,151	$44.70	$40.16 - $46.91
Q3 2019	107,443	$5,726	$39.79	$36.78 - $43.63
Q2 2019	40,301	$1,852	$39.08	$37.09 - $41.29
Q1 2019	41,033	$1,881	$40.76	$37.40 - $43.57
Q4 2018	41,682	$2,052	$42.03	$35.44 - $45.34
Q3 2018	41,518	$2,181	$46.51	$42.82 - $48.64
Q2 2018	41,667	$2,310	$43.34	$40.46 - $46.33
Q1 2018	42,114	$2,208	$47.72	$40.81 - $53.21
Q4 2017	40,342	$2,448	$45.09	$42.00 - $49.81
Q3 2017	40,476	$2,232	$42.14	$39.16 - $44.54
Q2 2017	40,864	$2,264	$42.18	$40.11 - $44.66
Q1 2017	1,351	$74,300	$44.36	$41.51 - $47.01
Q3 2016	103,832	$4,542,638	$36.83	$34.04 - $39.36
Q2 2016	196,446	$4,494,317	$37.23	$34.07 - $39.20
Q4 2015	190,633	$3,520,188	$40.84	$37.08 - $42.48
Q2 2015	51,165	$2,878	$41.38	$39.58 - $43.35
Q1 2015	36,551	$1,988	$39.85	$37.02 - $41.60