WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025

Shares 37,075 Value ($000) $3,455 Avg Close $86.63 Range $77.21 - $95.85

Q3 2025

Shares 33,926 Value ($000) $2,844 Avg Close $80.47 Range $75.32 - $86.21

Q2 2025

Shares 33,418 Value ($000) $2,677 Avg Close $71.15 Range $57.46 - $80.20

Q1 2025

Shares 30,173 Value ($000) $2,166 Avg Close $73.70 Range $64.44 - $79.96

Q4 2024

Shares 30,427 Value ($000) $2,137 Avg Close $66.67 Range $52.95 - $76.47

Q3 2024

Shares 31,148 Value ($000) $1,760 Avg Close $54.85 Range $48.43 - $59.08

Q2 2024

Shares 31,412 Value ($000) $1,866 Avg Close $56.87 Range $53.14 - $60.41

Q1 2024

Shares 36,893 Value ($000) $2,138 Avg Close $50.13 Range $43.98 - $56.12

Q4 2023

Shares 40,752 Value ($000) $2,006 Avg Close $41.03 Range $36.28 - $48.41

Q3 2023

Shares 44,899 Value ($000) $1,835 Avg Close $40.69 Range $38.09 - $44.30

Q2 2023

Shares 55,187 Value ($000) $2,355 Avg Close $37.64 Range $33.75 - $40.64

Q1 2023

Shares 52,145 Value ($000) $1,949 Avg Close $40.47 Range $32.80 - $45.45

Q4 2022

Shares 46,476 Value ($000) $1,919 Avg Close $40.83 Range $36.52 - $44.71

Q3 2022

Shares 41,668 Value ($000) $1,676 Avg Close $39.37 Range $34.15 - $42.55

Q2 2022

Shares 36,397 Value ($000) $1,425 Avg Close $39.95 Range $33.34 - $45.54

Q1 2022

Shares 28,415 Value ($000) $1,377 Avg Close $48.49 Range $41.53 - $54.72

Q4 2021

Shares 23,393 Value ($000) $1,125 Avg Close $44.41 Range $40.34 - $47.31

Q3 2021

Shares 19,602 Value ($000) $908 Avg Close $41.59 Range $37.61 - $46.26

Q2 2021

Shares 16,193 Value ($000) $734 Avg Close $39.98 Range $34.80 - $43.12

Q1 2021

Shares 17,507 Value ($000) $681 Avg Close $31.62 Range $26.20 - $37.14

Q4 2020

Shares 14,992 Value ($000) $452 Avg Close $23.04 Range $18.42 - $27.17

Q3 2020

Shares 24,976 Value ($000) $587 Avg Close $21.83 Range $20.01 - $23.72

Q2 2020

Shares 24,091 Value ($000) $621 Avg Close $23.98 Range $19.44 - $29.94

Q1 2020

Shares 18,775 Value ($000) $540 Avg Close $36.64 Range $21.74 - $46.30

Q4 2019

Shares 16,616 Value ($000) $894 Avg Close $44.70 Range $40.16 - $46.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	37,075	$3,455	$86.63	$77.21 - $95.85
Q3 2025	33,926	$2,844	$80.47	$75.32 - $86.21
Q2 2025	33,418	$2,677	$71.15	$57.46 - $80.20
Q1 2025	30,173	$2,166	$73.70	$64.44 - $79.96
Q4 2024	30,427	$2,137	$66.67	$52.95 - $76.47
Q3 2024	31,148	$1,760	$54.85	$48.43 - $59.08
Q2 2024	31,412	$1,866	$56.87	$53.14 - $60.41
Q1 2024	36,893	$2,138	$50.13	$43.98 - $56.12
Q4 2023	40,752	$2,006	$41.03	$36.28 - $48.41
Q3 2023	44,899	$1,835	$40.69	$38.09 - $44.30
Q2 2023	55,187	$2,355	$37.64	$33.75 - $40.64
Q1 2023	52,145	$1,949	$40.47	$32.80 - $45.45
Q4 2022	46,476	$1,919	$40.83	$36.52 - $44.71
Q3 2022	41,668	$1,676	$39.37	$34.15 - $42.55
Q2 2022	36,397	$1,425	$39.95	$33.34 - $45.54
Q1 2022	28,415	$1,377	$48.49	$41.53 - $54.72
Q4 2021	23,393	$1,125	$44.41	$40.34 - $47.31
Q3 2021	19,602	$908	$41.59	$37.61 - $46.26
Q2 2021	16,193	$734	$39.98	$34.80 - $43.12
Q1 2021	17,507	$681	$31.62	$26.20 - $37.14
Q4 2020	14,992	$452	$23.04	$18.42 - $27.17
Q3 2020	24,976	$587	$21.83	$20.01 - $23.72
Q2 2020	24,091	$621	$23.98	$19.44 - $29.94
Q1 2020	18,775	$540	$36.64	$21.74 - $46.30
Q4 2019	16,616	$894	$44.70	$40.16 - $46.91