WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 7,127 Value ($000) $664 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 7,150 Value ($000) $599 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,226 Value ($000) $579 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,452 Value ($000) $535 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 7,601 Value ($000) $534 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 7,488 Value ($000) $423 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 4,817 Value ($000) $286 Avg Close $56.87 Range $53.14 - $60.41
Q4 2023
Shares 4,283 Value ($000) $211 Avg Close $41.03 Range $36.28 - $48.41