WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 40,526 Value ($000) $3,777 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 40,971 Value ($000) $3,434 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 41,121 Value ($000) $3,295 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 39,871 Value ($000) $2,862 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 39,074 Value ($000) $2,745 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 40,830 Value ($000) $2,306 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 40,830 Value ($000) $2,425 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 39,900 Value ($000) $2,313 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 40,404 Value ($000) $1,989 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 47,851 Value ($000) $1,955 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 48,151 Value ($000) $2,055 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 47,872 Value ($000) $1,789 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 47,255 Value ($000) $1,951 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 47,420 Value ($000) $1,907 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 47,274 Value ($000) $1,852 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 46,663 Value ($000) $2,261 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 47,258 Value ($000) $2,267 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 54,496 Value ($000) $2,529 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 55,060 Value ($000) $2,494 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 56,831 Value ($000) $2,220 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 56,404 Value ($000) $1,702 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 36,296 Value ($000) $853 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 35,895 Value ($000) $912 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 32,098 Value ($000) $921 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 31,122 Value ($000) $1,674 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 31,754 Value ($000) $1,602 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 32,657 Value ($000) $1,545 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 30,260 Value ($000) $1,462 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 29,777 Value ($000) $1,372 Avg Close $42.03 Range $35.44 - $45.34