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NewEdge Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3M | Buy |
1,002,282
+75,023
| +8% | +$6.01M | 0.41% | 43 |
|
|
2025
Q1 | $66.6M | Sell |
927,259
-17,653
| -2% | -$1.27M | 0.4% | 49 |
|
|
2024
Q4 | $66.4M | Buy |
944,912
+8,982
| +1% | +$631K | 0.4% | 47 |
|
|
2024
Q3 | $52.9M | Buy |
935,930
+66,353
| +8% | +$3.75M | 0.34% | 52 |
|
|
2024
Q2 | $51.6M | Buy |
869,577
+52,873
| +6% | +$3.14M | 0.38% | 47 |
|
|
2024
Q1 | $47.3M | Buy |
816,704
+13,940
| +2% | +$808K | 0.41% | 45 |
|
|
2023
Q4 | $39.5M | Buy |
802,764
+607,676
| +311% | +$29.9M | 0.38% | 57 |
|
|
2023
Q3 | $7.97M | Buy |
195,088
+20,592
| +12% | +$841K | 0.09% | 227 |
|
|
2023
Q2 | $7.45M | Sell |
174,496
-8,682
| -5% | -$371K | 0.08% | 233 |
|
|
2023
Q1 | $6.85M | Buy |
183,178
+27,753
| +18% | +$1.04M | 0.09% | 236 |
|
|
2022
Q4 | $1.58M | Buy |
155,425
+13,662
| +10% | +$139K | 0.04% | 375 |
|
|
2022
Q3 | $5.7M | Buy |
141,763
+9,748
| +7% | +$392K | 0.09% | 216 |
|
|
2022
Q2 | $5.17M | Buy |
132,015
+16,588
| +14% | +$650K | 0.09% | 230 |
|
|
2022
Q1 | $5.59M | Buy |
115,427
+12,455
| +12% | +$604K | 0.09% | 220 |
|
|
2021
Q4 | $4.94M | Buy |
102,972
+9,953
| +11% | +$477K | 0.07% | 244 |
|
|
2021
Q3 | $4.32M | Buy |
93,019
+14,604
| +19% | +$678K | 0.11% | 190 |
|
|
2021
Q2 | $3.55M | Buy |
78,415
+25,103
| +47% | +$1.14M | 0.09% | 208 |
|
|
2021
Q1 | $2.08M | Buy |
53,312
+11,330
| +27% | +$443K | 0.06% | 275 |
|
|
2020
Q4 | $1.27M | Sell |
41,982
-17,029
| -29% | -$514K | 0.04% | 359 |
|
|
2020
Q3 | $1.39M | Sell |
59,011
-23,491
| -28% | -$553K | 0.05% | 311 |
|
|
2020
Q2 | $2.11M | Buy |
82,502
+17,843
| +28% | +$457K | 0.08% | 219 |
|
|
2020
Q1 | $1.86M | Buy |
64,659
+1,814
| +3% | +$52.1K | 0.09% | 205 |
|
|
2019
Q4 | $3.38M | Buy |
62,845
+6,083
| +11% | +$327K | 0.13% | 168 |
|
|
2019
Q3 | $2.86M | Buy |
56,762
+8,306
| +17% | +$419K | 0.13% | 166 |
|
|
2019
Q2 | $2.29M | Buy |
48,456
+5,947
| +14% | +$281K | 0.14% | 155 |
|
|
2019
Q1 | $2.05M | Buy |
42,509
+591
| +1% | +$28.6K | 0.13% | 163 |
|
|
2018
Q4 | $1.93K | Sell |
41,918
-5,532
| -12% | -$255 | 0.12% | 157 |
|
|
2018
Q3 | $2.49M | Buy |
47,450
+3,872
| +9% | +$204K | 0.19% | 122 |
|
|
2018
Q2 | $2.45K | Buy |
43,578
+5,094
| +13% | +$287 | 0.22% | 105 |
|
|
2018
Q1 | $1.98M | Sell |
38,484
-14,391
| -27% | -$739K | 0.23% | 99 |
|
|
2017
Q4 | $3.28M | Buy |
52,875
+544
| +1% | +$33.7K | 0.44% | 59 |
|
|
2017
Q3 | $2.89M | Buy |
52,331
+937
| +2% | +$51.7K | 0.45% | 59 |
|
|
2017
Q2 | $2.86M | Buy |
51,394
+16,351
| +47% | +$909K | 0.49% | 55 |
|
|
2017
Q1 | $1.93M | Buy |
35,043
+6,387
| +22% | +$352K | 0.44% | 60 |
|
|
2016
Q4 | $1.56M | Buy |
28,656
+4,206
| +17% | +$229K | 0.43% | 60 |
|
|
2016
Q3 | $1.08M | Buy |
24,450
+11,570
| +90% | +$512K | 0.34% | 67 |
|
|
2016
Q2 | $606K | Buy |
+12,880
| New | +$606K | 0.25% | 77 |
|