WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 6,173 Value ($000) $575 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 3,362 Value ($000) $282 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 3,362 Value ($000) $269 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 3,362 Value ($000) $241 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 3,223 Value ($000) $226 Avg Close $66.67 Range $52.95 - $76.47
Q2 2024
Shares 4,489 Value ($000) $267 Avg Close $56.87 Range $53.14 - $60.41
Q4 2020
Shares 7,388 Value ($000) $223 Avg Close $23.04 Range $18.42 - $27.17
Q4 2019
Shares 5,208 Value ($000) $280 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 5,188 Value ($000) $262 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 5,166 Value ($000) $244 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 5,166 Value ($000) $250 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 5,916 Value ($000) $273 Avg Close $42.03 Range $35.44 - $45.34