NewEdge Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6M | Buy |
954,894
+58,467
| +7% | +$4.5M | 1.15% | 13 |
|
|
2025
Q1 | $64.4M | Buy |
896,427
+36,416
| +4% | +$2.61M | 1.17% | 12 |
|
|
2024
Q4 | $60.4M | Buy |
860,011
+44,421
| +5% | +$3.12M | 1.05% | 15 |
|
|
2024
Q3 | $46.1M | Buy |
815,590
+96,702
| +13% | +$5.46M | 0.83% | 23 |
|
|
2024
Q2 | $42.7M | Sell |
718,888
-120,612
| -14% | -$7.16M | 0.92% | 19 |
|
|
2024
Q1 | $50.2M | Buy |
839,500
+76,570
| +10% | +$4.58M | 1.13% | 12 |
|
|
2023
Q4 | $37.6M | Buy |
762,930
+373,996
| +96% | +$18.4M | 0.96% | 20 |
|
|
2023
Q3 | $15.9M | Buy |
388,934
+46,224
| +13% | +$1.89M | 0.5% | 57 |
|
|
2023
Q2 | $14.6M | Buy |
342,710
+15,045
| +5% | +$642K | 0.49% | 59 |
|
|
2023
Q1 | $12.2M | Sell |
327,665
-66,259
| -17% | -$2.48M | 0.46% | 59 |
|
|
2022
Q4 | $16.3M | Buy |
393,924
+26,044
| +7% | +$1.08M | 0.7% | 39 |
|
|
2022
Q3 | $14.8M | Buy |
367,880
+37,998
| +12% | +$1.53M | 0.7% | 36 |
|
|
2022
Q2 | $12.9M | Buy |
+329,882
| New | +$12.9M | 0.59% | 45 |
|