Carolina Wealth Advisors’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 | $9.05K | Hold |
113
| – | – | ﹤0.01% | 150 |
|
|
2025
Q1 | $8.11K | Hold |
113
| – | – | ﹤0.01% | 148 |
|
|
2024
Q4 | $7.94K | Hold |
113
| – | – | ﹤0.01% | 156 |
|
|
2024
Q3 | $6.38K | Hold |
113
| – | – | ﹤0.01% | 204 |
|
|
2024
Q2 | $6.71K | Hold |
113
| – | – | ﹤0.01% | 155 |
|
|
2024
Q1 | $6.55K | Hold |
113
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $5.56K | Hold |
113
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $4.62K | Hold |
113
| – | – | ﹤0.01% | 191 |
|
|
2023
Q2 | $4.82K | Hold |
113
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $4.22K | Hold |
113
| – | – | ﹤0.01% | 187 |
|
|
2022
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 175 |
|
|
2022
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 175 |
|
|
2022
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 210 |
|
|
2021
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 216 |
|
|
2021
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 212 |
|
|
2021
Q2 | $5K | Sell |
113
-136
| -55% | -$6.02K | ﹤0.01% | 225 |
|
|
2021
Q1 | $10K | Buy |
249
+136
| +120% | +$5.46K | 0.01% | 207 |
|
|
2020
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 211 |
|
|
2020
Q3 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 187 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$1K | – | 212 |
|
|
2019
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 176 |
|