WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 256,910 Value ($000) $23,944 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 181,504 Value ($000) $15,214 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 161,192 Value ($000) $12,915 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 155,915 Value ($000) $11,193 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 141,087 Value ($000) $9,910 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 125,663 Value ($000) $7,099 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 118,977 Value ($000) $7,066 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 121,353 Value ($000) $7,034 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 53,363 Value ($000) $2,627 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 53,070 Value ($000) $2,168 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 49,525 Value ($000) $2,114 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 45,261 Value ($000) $1,692 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 50,605 Value ($000) $2,089 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 50,878 Value ($000) $2,046 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 49,605 Value ($000) $1,943 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 50,986 Value ($000) $2,471 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 50,140 Value ($000) $2,406 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 45,202 Value ($000) $2,098 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 46,550 Value ($000) $2,108 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 57,709 Value ($000) $2,254,692 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 44,795 Value ($000) $1,352 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 46,856 Value ($000) $1,102 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 42,037 Value ($000) $1,076 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 56,703 Value ($000) $1,627 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 67,345 Value ($000) $3,623 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 73,577 Value ($000) $3,711 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 72,622 Value ($000) $3,436 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 78,449 Value ($000) $3,790 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 81,550 Value ($000) $3,757 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 83,285 Value ($000) $4,377 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 88,258 Value ($000) $4,893 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 88,070 Value ($000) $4,615 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 94,608 Value ($000) $5,739 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 93,630 Value ($000) $5,163 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 128,609 Value ($000) $7,126 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 182,958 Value ($000) $10,183 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 29,953 Value ($000) $1,650 Avg Close $39.03 Range $33.61 - $45.16