WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 11,349 Value ($000) $1,058 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 11,528 Value ($000) $966 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 11,639 Value ($000) $933 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 10,650 Value ($000) $765 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 10,606 Value ($000) $745 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 9,034 Value ($000) $510 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 9,013 Value ($000) $535 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 8,995 Value ($000) $521 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 10,137 Value ($000) $499 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 29,035 Value ($000) $1,186 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 11,376 Value ($000) $486 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 12,846 Value ($000) $480 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 35,767 Value ($000) $1,721 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 35,735 Value ($000) $1,517 Avg Close $39.37 Range $34.15 - $42.55
Q1 2022
Shares 102,857 Value ($000) $4,488 Avg Close $48.49 Range $41.53 - $54.72