Carolinas Wealth Consulting’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 | – | Sell |
-2,001
| Closed | -$144K | – | 965 |
|
|
2025
Q1 | $144K | Sell |
2,001
-84
| -4% | -$6.03K | 0.03% | 204 |
|
|
2024
Q4 | $146K | Buy |
2,085
+293
| +16% | +$20.6K | 0.03% | 212 |
|
|
2024
Q3 | $101K | Sell |
1,792
-142
| -7% | -$8.02K | 0.02% | 257 |
|
|
2024
Q2 | $115K | Sell |
1,934
-6
| -0.3% | -$356 | 0.02% | 238 |
|
|
2024
Q1 | $112K | Buy |
1,940
+353
| +22% | +$20.5K | 0.02% | 241 |
|
|
2023
Q4 | $78.1K | Buy |
1,587
+48
| +3% | +$2.36K | 0.02% | 272 |
|
|
2023
Q3 | $61.2K | Sell |
1,539
-2,343
| -60% | -$93.2K | 0.02% | 288 |
|
|
2023
Q2 | $166K | Sell |
3,882
-692
| -15% | -$29.5K | 0.03% | 192 |
|
|
2023
Q1 | $171K | Buy |
4,574
+278
| +6% | +$10.4K | 0.04% | 187 |
|
|
2022
Q4 | $177K | Buy |
4,296
+344
| +9% | +$14.2K | 0.04% | 174 |
|
|
2022
Q3 | $159K | Sell |
3,952
-531
| -12% | -$21.4K | 0.04% | 173 |
|
|
2022
Q2 | $176K | Sell |
4,483
-567
| -11% | -$22.3K | 0.04% | 172 |
|
|
2022
Q1 | $245K | Buy |
5,050
+1,158
| +30% | +$56.2K | 0.05% | 149 |
|
|
2021
Q4 | $187K | Buy |
3,892
+333
| +9% | +$16K | 0.04% | 177 |
|
|
2021
Q3 | $165K | Sell |
3,559
-821
| -19% | -$38.1K | 0.04% | 180 |
|
|
2021
Q2 | $198K | Buy |
4,380
+602
| +16% | +$27.2K | 0.04% | 165 |
|
|
2021
Q1 | $148K | Sell |
3,778
-287
| -7% | -$11.2K | 0.04% | 207 |
|
|
2020
Q4 | $123K | Sell |
4,065
-551
| -12% | -$16.7K | 0.03% | 205 |
|
|
2020
Q3 | $109K | Sell |
4,616
-117
| -2% | -$2.76K | 0.04% | 189 |
|
|
2020
Q2 | $121K | Buy |
+4,733
| New | +$121K | 0.05% | 134 |
|
|
2020
Q1 | – | Sell |
-5,379
| Closed | -$284K | – | 178 |
|
|
2019
Q4 | $284K | Buy |
+5,379
| New | +$284K | 0.3% | 49 |
|