WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 5,132 Value ($000) $478 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 4,735 Value ($000) $397 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 2,860 Value ($000) $229 Avg Close $71.15 Range $57.46 - $80.20
Q1 2024
Shares 3,947 Value ($000) $229 Avg Close $50.13 Range $43.98 - $56.12
Q4 2019
Shares 6,967 Value ($000) $375 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 5,513 Value ($000) $278 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 6,778 Value ($000) $321 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 6,784 Value ($000) $328 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 6,023 Value ($000) $278 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 6,019 Value ($000) $316 Avg Close $46.51 Range $42.82 - $48.64
Q1 2018
Shares 5,567 Value ($000) $292 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 5,589 Value ($000) $339 Avg Close $45.09 Range $42.00 - $49.81