WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Trinity Financial Advisors LLC's Holding History (CIK: 0001809574)

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

Q4 2025
Shares 27,262 Value ($000) $2,541 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 27,246 Value ($000) $2,284 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 25,384 Value ($000) $2,034 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 25,478 Value ($000) $1,673 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 24,252 Value ($000) $1,702 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 24,317 Value ($000) $1,032 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 24,060 Value ($000) $1,429 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 25,433 Value ($000) $1,474 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 26,770 Value ($000) $1,318 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 32,480 Value ($000) $1,327 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 36,472 Value ($000) $1,557 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 36,303 Value ($000) $1,357 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 35,857 Value ($000) $1,481 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 39,084 Value ($000) $1,572 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 36,136 Value ($000) $1,415 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 34,585 Value ($000) $1,676 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 35,738 Value ($000) $1,715 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 37,018 Value ($000) $1,718 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 31,508 Value ($000) $1,427 Avg Close $39.98 Range $34.80 - $43.12