WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 10,745 Value ($000) $1,001 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 11,305 Value ($000) $948 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 11,294 Value ($000) $905 Avg Close $71.15 Range $57.46 - $80.20
Q4 2024
Shares 12,855 Value ($000) $903 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 12,898 Value ($000) $729 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 12,150 Value ($000) $1 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 11,868 Value ($000) $1 Avg Close $50.13 Range $43.98 - $56.12
Q3 2023
Shares 14,821 Value ($000) $1 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 14,795 Value ($000) $631 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 14,773 Value ($000) $552 Avg Close $40.47 Range $32.80 - $45.45
Q3 2022
Shares 12,625 Value ($000) $507 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 12,548 Value ($000) $491 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 12,320 Value ($000) $597 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 12,286 Value ($000) $589 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 12,389 Value ($000) $575 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 12,353 Value ($000) $559 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 9,736 Value ($000) $291 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 9,736 Value ($000) $291 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 11,353 Value ($000) $267 Avg Close $21.83 Range $20.01 - $23.72
Q2 2019
Shares 11,110 Value ($000) $526 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 7,385 Value ($000) $356 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 7,591 Value ($000) $349 Avg Close $42.03 Range $35.44 - $45.34