WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 32,800 Value ($000) $3,057 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 12,931 Value ($000) $1,084 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 12,893 Value ($000) $911 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 12,893 Value ($000) $926 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 12,875 Value ($000) $904 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 12,857 Value ($000) $726 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 12,833 Value ($000) $762 Avg Close $56.87 Range $53.14 - $60.41