WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 93,763 Value ($000) $8,739 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 79,186 Value ($000) $6,637 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 72,812 Value ($000) $5,834 Avg Close $71.15 Range $57.46 - $80.20
Q4 2024
Shares 61,823 Value ($000) $4,342 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 59,847 Value ($000) $3,381 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 58,413 Value ($000) $3,469 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 49,663 Value ($000) $2,878 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 48,370 Value ($000) $2,265 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 44,615 Value ($000) $1,739 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 45,756 Value ($000) $1,953 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 44,139 Value ($000) $1,706 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 41,505 Value ($000) $1,714 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 40,212 Value ($000) $1,849 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 43,784 Value ($000) $1,715 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 43,774 Value ($000) $1,895 Avg Close $48.49 Range $41.53 - $54.72
Q3 2021
Shares 38,339 Value ($000) $1,779 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 25,871 Value ($000) $1,172 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 24,928 Value ($000) $974 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 25,938 Value ($000) $783 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 90,957 Value ($000) $2,138 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 89,763 Value ($000) $2,298 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 98,168 Value ($000) $2,817 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 78,489 Value ($000) $4,223 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 73,975 Value ($000) $3,731 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 58,714 Value ($000) $2,778 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 58,507 Value ($000) $2,827 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 58,133 Value ($000) $2,679 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 65,945 Value ($000) $3,466 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 64,841 Value ($000) $3,595 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 64,407 Value ($000) $3,376 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 71,635 Value ($000) $4,346 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 26,728 Value ($000) $1,474 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 23,631 Value ($000) $1,309 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 22,342 Value ($000) $1,244 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 19,391 Value ($000) $1,069 Avg Close $39.03 Range $33.61 - $45.16