CWC
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Carolinas Wealth Consulting’s Wells Fargo WFC Stock Holding History

Carolinas Wealth Consulting’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,001
Closed -$144K – 965
2025
Q1 		$144K Sell
2,001
-84
-4% -$6.31K 0.03% 204
2024
Q4 		$146K Buy
2,085
+293
+16% +$20K 0.03% 212
2024
Q3 		$101K Sell
1,792
-142
-7% -$8.03K 0.02% 257
2024
Q2 		$115K Sell
1,934
-6
-0.3% -$354 0.02% 238
2024
Q1 		$112K Buy
1,940
+353
+22% +$18.5K 0.02% 241
2023
Q4 		$78.1K Buy
1,587
+48
+3% +$2.07K 0.02% 272
2023
Q3 		$61.2K Sell
1,539
-2,343
-60% -$101K 0.02% 288
2023
Q2 		$166K Sell
3,882
-692
-15% -$27.9K 0.03% 192
2023
Q1 		$171K Buy
4,574
+278
+6% +$12.1K 0.04% 187
2022
Q4 		$177K Buy
4,296
+344
+9% +$15.2K 0.04% 174
2022
Q3 		$159K Sell
3,952
-531
-12% -$22.8K 0.04% 173
2022
Q2 		$176K Sell
4,483
-567
-11% -$24.9K 0.04% 172
2022
Q1 		$245K Buy
5,050
+1,158
+30% +$62K 0.05% 149
2021
Q4 		$187K Buy
3,892
+333
+9% +$16.4K 0.04% 177
2021
Q3 		$165K Sell
3,559
-821
-19% -$38K 0.04% 180
2021
Q2 		$198K Buy
4,380
+602
+16% +$26.9K 0.04% 165
2021
Q1 		$148K Sell
3,778
-287
-7% -$10.2K 0.04% 207
2020
Q4 		$123K Sell
4,065
-551
-12% -$14.3K 0.03% 205
2020
Q3 		$109K Sell
4,616
-117
-2% -$2.88K 0.04% 189
2020
Q2 		$121K Buy
+4,733
New +$129K 0.05% 134
2020
Q1 		– Sell
-5,379
Closed -$284K – 178
2019
Q4 		$284K Buy
+5,379
New +$282K 0.3% 49

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's WFC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 2,001 shares — an estimated $144K sold.

Carolinas Wealth Consulting first reported a position in WFC in Q4 2019 and held it in 21 quarters. The position peaked at $284K in Q4 2019. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,001 Wells Fargo shares in Q2 2025, an estimated $144K.
  • Carolinas Wealth Consulting first reported a position in Wells Fargo in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Wells Fargo position peaked at $284K in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.