WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 59,483 Value ($000) $5,544 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 59,484 Value ($000) $4,986 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 53,886 Value ($000) $4,317 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 56,088 Value ($000) $4,027 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 55,896 Value ($000) $3,926 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 48,757 Value ($000) $2,754 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 50,141 Value ($000) $2,978 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 49,938 Value ($000) $2,894 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 50,579 Value ($000) $2,490 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 51,108 Value ($000) $2,088 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 41,940 Value ($000) $1,790 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 40,919 Value ($000) $1,530 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 40,635 Value ($000) $1,678 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 40,724 Value ($000) $1,638 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 37,317 Value ($000) $1,462 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 38,940 Value ($000) $1,887 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 39,116 Value ($000) $1,877 Avg Close $44.41 Range $40.34 - $47.31