WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 14,178 Value ($000) $1,188 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 14,144 Value ($000) $1,133 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 14,206 Value ($000) $1,020 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 14,289 Value ($000) $1,004 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 13,693 Value ($000) $774 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 13,714 Value ($000) $814 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 13,609 Value ($000) $789 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 14,635 Value ($000) $720 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 13,570 Value ($000) $554 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 15,799 Value ($000) $674 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 15,629 Value ($000) $584 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 18,163 Value ($000) $750 Avg Close $40.83 Range $36.52 - $44.71