WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Dougherty Wealth Advisers LLC's Holding History (CIK: 0001755933)

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

Q3 2024
Shares 299 Value ($000) $17 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 299 Value ($000) $18 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 299 Value ($000) $17 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 299 Value ($000) $15 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 535 Value ($000) $22 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 535 Value ($000) $23 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 535 Value ($000) $20 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 535 Value ($000) $22 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 964 Value ($000) $39 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 1,189 Value ($000) $47 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 1,189 Value ($000) $58 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 1,189 Value ($000) $57 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 1,312 Value ($000) $61 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 1,387 Value ($000) $63 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 1,387 Value ($000) $54 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 1,387 Value ($000) $42 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 1,787 Value ($000) $42 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 5,035 Value ($000) $129 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 5,035 Value ($000) $145 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 5,035 Value ($000) $271 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 5,220 Value ($000) $263 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 7,424 Value ($000) $351 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 7,424 Value ($000) $359 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 7,424 Value ($000) $357 Avg Close $42.03 Range $35.44 - $45.34