WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 610,972 Value ($000) $56,943 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 489,662 Value ($000) $41,043 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 422,961 Value ($000) $33,888 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 373,696 Value ($000) $26,828 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 353,800 Value ($000) $24,851 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 312,302 Value ($000) $17,642 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 93,970 Value ($000) $5,581 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 80,729 Value ($000) $4,679 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 365,387 Value ($000) $18,386 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 345,707 Value ($000) $14,126 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 313,057 Value ($000) $13,361 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 400,337 Value ($000) $14,965 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 476,137 Value ($000) $19,660 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 384,300 Value ($000) $15,457 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 305,088 Value ($000) $11,950 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 295,988 Value ($000) $14,344 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 240,200 Value ($000) $11,525 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 211,993 Value ($000) $9,839 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 204,793 Value ($000) $9,275 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 213,746 Value ($000) $8,351 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 230,698 Value ($000) $6,962 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 228,895 Value ($000) $5,381 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 217,708 Value ($000) $5,573 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 85,441 Value ($000) $2,452 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 129,941 Value ($000) $6,991 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 110,948 Value ($000) $5,596 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 117,806 Value ($000) $5,575 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 35,151 Value ($000) $1,699 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 23,818 Value ($000) $1,098 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 24,696 Value ($000) $1,298 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 22,541 Value ($000) $1,250 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 38,719 Value ($000) $2,029 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 32,939 Value ($000) $1,998 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 14,405 Value ($000) $794 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 7,164 Value ($000) $397 Avg Close $42.18 Range $40.11 - $44.66