WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 54,050 Value ($000) $5,038 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 55,098 Value ($000) $4,618 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 52,935 Value ($000) $4,241 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 51,190 Value ($000) $3,675 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 56,588 Value ($000) $3,975 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 57,054 Value ($000) $3,223 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 60,076 Value ($000) $3,568 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 64,564 Value ($000) $3,742 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 72,790 Value ($000) $3,583 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 79,209 Value ($000) $3,242 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 40,862 Value ($000) $1,744 Avg Close $37.64 Range $33.75 - $40.64