NewEdge Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3M | Buy |
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|
2025
Q1 | $66.6M | Sell |
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|
2024
Q4 | $66.4M | Buy |
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|
2024
Q3 | $52.9M | Buy |
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|
2024
Q2 | $51.6M | Buy |
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|
2024
Q1 | $47.3M | Buy |
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|
2023
Q4 | $39.5M | Buy |
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|
2023
Q3 | $7.97M | Buy |
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|
2023
Q2 | $7.45M | Sell |
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|
2023
Q1 | $6.85M | Buy |
|
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $5.7M | Buy |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $4.94M | Buy |
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|
2021
Q3 | $4.32M | Buy |
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|
2021
Q2 | $3.55M | Buy |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.86M | Buy |
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|
2019
Q4 | $3.38M | Buy |
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|
2019
Q3 | $2.86M | Buy |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $2.05M | Buy |
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|
2018
Q4 | $1.93K | Sell |
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|
2018
Q3 | $2.49M | Buy |
|
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|
2018
Q2 | $2.45K | Buy |
|
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $3.28M | Buy |
|
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|
2017
Q3 | $2.89M | Buy |
|
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|
2017
Q2 | $2.86M | Buy |
|
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|
2017
Q1 | $1.93M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $606K | Buy |
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