A detailed history of New Edge Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, New Edge Wealth, LLC holds 839,500 shares of WFC stock, worth $50.1 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
839,500
Previous 762,930 10.04%
Holding current value
$50.1 Million
Previous $37.6 Million 29.58%
% of portfolio
1.07%
Previous 0.99%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$46.44 - $57.96 $3.56 Million - $4.44 Million
76,570 Added 10.04%
839,500 $48.7 Million
Q4 2023

Jan 29, 2024

BUY
$38.67 - $50.51 $14.5 Million - $18.9 Million
373,996 Added 96.16%
762,930 $37.6 Million
Q3 2023

Nov 08, 2023

BUY
$40.43 - $47.13 $1.87 Million - $2.18 Million
46,224 Added 13.49%
388,934 $15.9 Million
Q2 2023

Aug 09, 2023

BUY
$36.72 - $42.68 $552,452 - $642,120
15,045 Added 4.59%
342,710 $14.6 Million
Q1 2023

May 08, 2023

SELL
$36.23 - $48.5 $2.4 Million - $3.21 Million
-66,259 Reduced 16.82%
327,665 $12.2 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $1.05 Million - $1.25 Million
26,044 Added 7.08%
393,924 $16.3 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $58,896 - $1.73 Million
37,998 Added 11.52%
367,880 $14.8 Million
Q2 2022

Aug 09, 2022

BUY
$37.43 - $49.33 $12.3 Million - $16.3 Million
329,882 New
329,882 $12.9 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $226B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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