Carolina Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.47K | Hold |
|
|||||
|
2025
Q2 | $9.05K | Hold |
|
|||||
|
2025
Q1 | $8.11K | Hold |
|
|||||
|
2024
Q4 | $7.94K | Hold |
|
|||||
|
2024
Q3 | $6.38K | Hold |
|
|||||
|
2024
Q2 | $6.71K | Hold |
|
|||||
|
2024
Q1 | $6.55K | Hold |
|
|||||
|
2023
Q4 | $5.56K | Hold |
|
|||||
|
2023
Q3 | $4.62K | Hold |
|
|||||
|
2023
Q2 | $4.82K | Hold |
|
|||||
|
2023
Q1 | $4.22K | Hold |
|
|||||
|
2022
Q4 | $5K | Hold |
|
|||||
|
2022
Q3 | $5K | Hold |
|
|||||
|
2022
Q2 | $4K | Hold |
|
|||||
|
2022
Q1 | $5K | Hold |
|
|||||
|
2021
Q4 | $5K | Hold |
|
|||||
|
2021
Q3 | $5K | Hold |
|
|||||
|
2021
Q2 | $5K | Sell |
|
|||||
|
2021
Q1 | $10K | Buy |
|
|||||
|
2020
Q4 | $3K | Hold |
|
|||||
|
2020
Q3 | $3K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1K | Buy |
|