WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 29,539 Value ($000) $2,753 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 29,865 Value ($000) $2,503 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 29,875 Value ($000) $2,394 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 29,569 Value ($000) $2,123 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 29,569 Value ($000) $2,077 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 30,051 Value ($000) $1,698 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 31,609 Value ($000) $1,877 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 42,579 Value ($000) $2,468 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 43,810 Value ($000) $2,156 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 45,110 Value ($000) $1,843 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 48,735 Value ($000) $2,080 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 46,903 Value ($000) $1,753 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 45,673 Value ($000) $1,886 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 49,673 Value ($000) $1,998 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 48,873 Value ($000) $1,914 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 49,469 Value ($000) $2,397 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 52,203 Value ($000) $2,505 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 52,541 Value ($000) $2,438 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 29,641 Value ($000) $1,342 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 29,548 Value ($000) $1,154 Avg Close $31.62 Range $26.20 - $37.14
Q1 2019
Shares 4,398 Value ($000) $212 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 9,111 Value ($000) $419 Avg Close $42.03 Range $35.44 - $45.34