A detailed history of New Edge Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, New Edge Advisors, LLC holds 935,930 shares of WFC stock, worth $65.5 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
935,930
Previous 869,577 7.63%
Holding current value
$65.5 Million
Previous $51.6 Million 2.32%
% of portfolio
0.35%
Previous 0.38%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$51.58 - $60.97 $3.42 Million - $4.05 Million
66,353 Added 7.63%
935,930 $52.8 Million
Q2 2024

Aug 15, 2024

BUY
$56.41 - $62.34 $2.98 Million - $3.3 Million
52,873 Added 6.47%
869,577 $51.6 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $647,373 - $807,962
13,940 Added 1.74%
816,704 $47.3 Million
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $23.5 Million - $30.7 Million
607,676 Added 311.49%
802,764 $39.5 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $832,534 - $970,500
20,592 Added 11.8%
195,088 $7.97 Million
Q2 2023

Aug 14, 2023

SELL
$36.72 - $42.68 $318,803 - $370,547
-8,682 Reduced 4.74%
174,496 $7.45 Million
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $1.01 Million - $1.35 Million
27,753 Added 17.86%
183,178 $6.85 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $549,622 - $655,092
13,662 Added 9.64%
155,425 $6.42 Million
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $15,109 - $443,826
9,748 Added 7.38%
141,763 $5.7 Million
Q2 2022

Aug 09, 2022

BUY
$37.43 - $49.33 $620,888 - $818,286
16,588 Added 14.37%
132,015 $5.17 Million
Q1 2022

May 13, 2022

BUY
$45.81 - $59.06 $570,563 - $735,592
12,455 Added 12.1%
115,427 $5.59 Million
Q4 2021

Feb 17, 2022

BUY
$45.31 - $52.0 $450,970 - $517,556
9,953 Added 10.7%
102,972 $4.94 Million
Q3 2021

Oct 29, 2021

BUY
$42.32 - $51.15 $618,041 - $746,994
14,604 Added 18.62%
93,019 $4.32 Million
Q2 2021

Jul 22, 2021

BUY
$39.48 - $47.9 $991,066 - $1.2 Million
25,103 Added 47.09%
78,415 $3.55 Million
Q1 2021

Apr 26, 2021

BUY
$29.7 - $40.81 $336,501 - $462,377
11,330 Added 26.99%
53,312 $2.08 Million
Q4 2020

Jan 27, 2021

SELL
$21.14 - $30.35 $359,993 - $516,830
-17,029 Reduced 28.86%
41,982 $1.27 Million
Q3 2020

Nov 03, 2020

SELL
$22.83 - $26.35 $536,299 - $618,987
-23,491 Reduced 28.47%
59,011 $1.39 Million
Q2 2020

Jul 29, 2020

BUY
$22.53 - $33.32 $402,002 - $594,528
17,843 Added 27.6%
82,502 $2.11 Million
Q1 2020

May 04, 2020

BUY
$25.25 - $53.75 $45,803 - $97,502
1,814 Added 2.89%
64,659 $1.86 Million
Q4 2019

Jan 31, 2020

BUY
$47.82 - $54.46 $290,889 - $331,280
6,083 Added 10.72%
62,845 $3.38 Million
Q3 2019

Nov 06, 2019

BUY
$43.38 - $50.71 $360,314 - $421,197
8,306 Added 17.14%
56,762 $2.86 Million
Q2 2019

Aug 05, 2019

BUY
$44.37 - $49.17 $263,868 - $292,413
5,947 Added 13.99%
48,456 $2.29 Million
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $1.98 Million - $2.2 Million
42,509 New
42,509 $2.05 Million
Q1 2019

May 09, 2019

SELL
$46.57 - $51.73 $1.95 Million - $2.17 Million
-41,918 Closed
0 $0
Q4 2018

Jan 29, 2019

SELL
$43.6 - $54.46 $241,195 - $301,272
-5,532 Reduced 11.66%
41,918 $1.93 Million
Q3 2018

Oct 29, 2018

BUY
$52.56 - $59.19 $203,512 - $229,183
3,872 Added 8.89%
47,450 $2.49 Million
Q2 2018

Jul 19, 2018

BUY
$50.39 - $56.18 $256,686 - $286,180
5,094 Added 13.24%
43,578 $2.45 Million
Q1 2018

May 11, 2018

SELL
$50.98 - $65.93 $733,653 - $948,798
-14,391 Reduced 27.22%
38,484 $1.98 Million
Q4 2017

Feb 08, 2018

BUY
$53.19 - $61.61 $28,935 - $33,515
544 Added 1.04%
52,875 $3.28 Million
Q3 2017

Nov 13, 2017

BUY
$49.58 - $55.15 $46,456 - $51,675
937 Added 1.82%
52,331 $2.89 Million
Q2 2017

Aug 16, 2017

BUY
N/A
51,394
51,394 $0

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 $266B
  • 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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