WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

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

Q4 2025
Shares 6,614 Value ($000) $616 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 7,233 Value ($000) $606 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,090 Value ($000) $568 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,090 Value ($000) $482 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 7,150 Value ($000) $554 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 7,099 Value ($000) $401 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 7,403 Value ($000) $440 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 7,413 Value ($000) $430 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 6,605 Value ($000) $325 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 7,323 Value ($000) $299 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 7,175 Value ($000) $306 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 7,765 Value ($000) $290 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 7,773 Value ($000) $321 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 8,779 Value ($000) $353 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 11,471 Value ($000) $519 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 10,026 Value ($000) $485 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 10,748 Value ($000) $515 Avg Close $44.41 Range $40.34 - $47.31