WELLS FARGO CO NEW

CUSIP: 949746804 Class: PERP PFD CNV A

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q1 2024
Shares 400 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 450 Value ($000) $538 Avg Close — Range —
Q3 2023
Shares 570 Value ($000) $636 Avg Close — Range —
Q2 2023
Shares 570 Value ($000) $657 Avg Close — Range —
Q1 2023
Shares 572 Value ($000) $673 Avg Close — Range —
Q4 2022
Shares 730 Value ($000) $865 Avg Close — Range —
Q3 2022
Shares 830 Value ($000) $999 Avg Close — Range —
Q2 2022
Shares 803 Value ($000) $976 Avg Close — Range —
Q1 2022
Shares 809 Value ($000) $1,072 Avg Close — Range —
Q4 2021
Shares 809 Value ($000) $1,206 Avg Close — Range —
Q4 2020
Shares 871 Value ($000) $1,322 Avg Close — Range —
Q3 2020
Shares 816 Value ($000) $1,095 Avg Close — Range —
Q2 2020
Shares 815 Value ($000) $1,057 Avg Close — Range —
Q1 2020
Shares 815 Value ($000) $1,038 Avg Close — Range —
Q4 2019
Shares 835 Value ($000) $1,211 Avg Close — Range —
Q3 2019
Shares 865 Value ($000) $1,317 Avg Close — Range —
Q2 2019
Shares 865 Value ($000) $1,180 Avg Close — Range —
Q1 2019
Shares 865 Value ($000) $1,118 Avg Close — Range —
Q4 2018
Shares 865 Value ($000) $1,092 Avg Close — Range —
Q3 2018
Shares 888 Value ($000) $1,146 Avg Close — Range —
Q2 2018
Shares 887 Value ($000) $1,117 Avg Close — Range —
Q1 2018
Shares 887 Value ($000) $1,144 Avg Close — Range —
Q4 2017
Shares 437 Value ($000) $571 Avg Close — Range —
Q3 2017
Shares 436 Value ($000) $574 Avg Close — Range —
Q2 2017
Shares 415 Value ($000) $544 Avg Close — Range —
Q1 2017
Shares 415 Value ($000) $514 Avg Close — Range —
Q4 2016
Shares 415 Value ($000) $494 Avg Close — Range —
Q3 2016
Shares 400 Value ($000) $524 Avg Close — Range —
Q2 2016
Shares 400 Value ($000) $520 Avg Close — Range —
Q1 2016
Shares 400 Value ($000) $482 Avg Close — Range —
Q4 2015
Shares 400 Value ($000) $464 Avg Close — Range —
Q3 2015
Shares 416 Value ($000) $486 Avg Close — Range —
Q2 2015
Shares 616 Value ($000) $724 Avg Close — Range —
Q1 2015
Shares 608 Value ($000) $742 Avg Close — Range —
Q4 2014
Shares 600 Value ($000) $729 Avg Close — Range —
Q3 2014
Shares 600 Value ($000) $732 Avg Close — Range —
Q1 2014
Shares 650 Value ($000) $762 Avg Close — Range —
Q4 2013
Shares 750 Value ($000) $833 Avg Close — Range —
Q2 2013
Shares 950 Value ($000) $1,134 Avg Close — Range —