WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 8,957 Value ($000) $835 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 8,171 Value ($000) $685 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,864 Value ($000) $630 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,686 Value ($000) $552 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 7,608 Value ($000) $534 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 7,003 Value ($000) $396 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 6,407 Value ($000) $381 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 6,571 Value ($000) $381 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 6,746 Value ($000) $332 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 6,527 Value ($000) $267 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 5,848 Value ($000) $250 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 5,412 Value ($000) $202 Avg Close $40.47 Range $32.80 - $45.45