WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 96,058 Value ($000) $8,953 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 66,931 Value ($000) $5,610 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 84,754 Value ($000) $6,790 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 82,050 Value ($000) $5,890 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 45,046 Value ($000) $3,164 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 41,403 Value ($000) $2,339 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 40,760 Value ($000) $2,421 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 33,525 Value ($000) $1,943 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 32,090 Value ($000) $1,579 Avg Close $41.03 Range $36.28 - $48.41