WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 67,364 Value ($000) $6,278 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 261,583 Value ($000) $21,926 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 300,243 Value ($000) $24,055 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 259,657 Value ($000) $18,641 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 260,856 Value ($000) $18,324 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 269,112 Value ($000) $12,659 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 89,400 Value ($000) $5,310 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 129,474 Value ($000) $7,504 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 128,879 Value ($000) $6,343 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 121,993 Value ($000) $4,985 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 122,373 Value ($000) $5,223 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 120,742 Value ($000) $5 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 140,111 Value ($000) $6 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 6,938 Value ($000) $279 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 9,559 Value ($000) $374 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 10,303 Value ($000) $499 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 53,649 Value ($000) $1,619 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 11,873 Value ($000) $551 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 18,284 Value ($000) $828 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 20,219 Value ($000) $790 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 53,649 Value ($000) $1,619 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 102,122 Value ($000) $2,401 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 97,117 Value ($000) $2,486 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 65,064 Value ($000) $1,867 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 53,995 Value ($000) $2,906 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 52,947 Value ($000) $2,671 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 49,216 Value ($000) $2,328 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 54,234 Value ($000) $2,621 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 127,989 Value ($000) $5,898 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 32,148 Value ($000) $1,690 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 45,626 Value ($000) $2,530 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 75,896 Value ($000) $3,977 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 230,678 Value ($000) $13,996 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 804,845 Value ($000) $44,387 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 810,001 Value ($000) $44,882 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 782,897 Value ($000) $43,576 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 760,172 Value ($000) $41,893 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 738,125 Value ($000) $32,685 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 764,271 Value ($000) $36,173 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 809,462 Value ($000) $39,146 Avg Close $37.11 Range $33.81 - $40.17