Ownership history in NewEdge Wealth, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,020,887 | +37,966 | +3.9% | 1.07% | $95.1M | $92.74 |
| 2025 Q3 | ADDED | 982,921 | +28,027 | +2.9% | 1.23% | $85.5M | $82.97 |
| 2025 Q2 | ADDED | 954,894 | +58,467 | +6.5% | 1.15% | $73.6M | $78.85 |
| 2025 Q1 | ADDED | 896,427 | +36,416 | +4.2% | 1.17% | $64.4M | $70.26 |
| 2024 Q4 | ADDED | 860,011 | +44,421 | +5.4% | 1.05% | $60.4M | $68.41 |
| 2024 Q3 | ADDED | 815,590 | +96,702 | +13.5% | 0.83% | $46.1M | $54.70 |
| 2024 Q2 | REDUCED | 718,888 | -120,612 | -14.4% | 0.92% | $42.7M | $57.08 |
| 2024 Q1 | ADDED | 839,500 | +76,570 | +10.0% | 1.13% | $50.2M | $55.38 |
| 2023 Q4 | ADDED | 762,930 | +373,996 | +96.2% | 0.96% | $37.6M | $46.70 |
| 2023 Q3 | ADDED | 388,934 | +46,224 | +13.5% | 0.50% | $15.9M | $38.43 |
As of 2025 Q4 — sorted by position size