WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 6,796 Value ($000) $633 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 6,226 Value ($000) $522 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,172 Value ($000) $575 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,297 Value ($000) $524 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 6,365 Value ($000) $447 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 6,360 Value ($000) $359 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 6,481 Value ($000) $385 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 5,470 Value ($000) $317 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 8,042 Value ($000) $396 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 8,011 Value ($000) $327 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 8,011 Value ($000) $342 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 9,411 Value ($000) $352 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 9,411 Value ($000) $389 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 5,498 Value ($000) $221 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 5,727 Value ($000) $224 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 5,889 Value ($000) $285 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 36,404 Value ($000) $1,747 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 35,371 Value ($000) $1,642 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 33,146 Value ($000) $1,501 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 31,743 Value ($000) $1,240 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 7,598 Value ($000) $229 Avg Close $23.04 Range $18.42 - $27.17
Q1 2020
Shares 7,587 Value ($000) $218 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 7,587 Value ($000) $408 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 7,557 Value ($000) $381 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 9,944 Value ($000) $471 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 10,957 Value ($000) $529 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 8,670 Value ($000) $400 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 8,670 Value ($000) $456 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 8,670 Value ($000) $481 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 8,850 Value ($000) $464 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 9,150 Value ($000) $555 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 9,150 Value ($000) $505 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 9,150 Value ($000) $507 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 8,963 Value ($000) $499 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 8,963 Value ($000) $494 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 8,969 Value ($000) $397 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 9,263 Value ($000) $438 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 9,100 Value ($000) $440 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 9,100 Value ($000) $495 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 9,100 Value ($000) $467 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 9,100 Value ($000) $512 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 9,100 Value ($000) $495 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 9,100 Value ($000) $499 Avg Close $38.77 Range $33.87 - $41.08
Q3 2014
Shares 9,100 Value ($000) $472 Avg Close $37.41 Range $36.08 - $39.24
Q2 2014
Shares 9,100 Value ($000) $478 Avg Close $36.31 Range $33.60 - $38.42
Q1 2014
Shares 9,100 Value ($000) $453 Avg Close $33.41 Range $31.59 - $35.93