Wells Fargo & Company shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 816k | 56.49 |
| 2024-06-30 | $43M | 719k | 59.39 |
| 2024-03-31 | $50M | 840k | 59.83 |
| 2023-12-31 | $38M | 763k | 49.22 |
| 2023-09-30 | $16M | 389k | 40.86 |
| 2023-06-30 | $15M | 343k | 42.68 |
| 2023-03-31 | $12M | 328k | 37.38 |
| 2022-12-31 | $16M | 394k | 41.29 |
| 2022-09-30 | $15M | 368k | 40.22 |
| 2022-06-30 | $13M | 330k | 39.17 |