WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 132,558 Value ($000) $12,354 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 126,043 Value ($000) $10,565 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 72,413 Value ($000) $5,802 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 78,758 Value ($000) $5,654 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 129,304 Value ($000) $9,082 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 131,553 Value ($000) $7,431 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 142,638 Value ($000) $8,471 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 161,379 Value ($000) $9,354 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 170,410 Value ($000) $8,388 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 155,284 Value ($000) $6,345 Avg Close $40.69 Range $38.09 - $44.30