Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $144K | Sell |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $101K | Sell |
|
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|
2024
Q2 | $115K | Sell |
|
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|
2024
Q1 | $112K | Buy |
|
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|
2023
Q4 | $78.1K | Buy |
|
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|
2023
Q3 | $61.2K | Sell |
|
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|
2023
Q2 | $166K | Sell |
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|
2023
Q1 | $171K | Buy |
|
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|
2022
Q4 | $177K | Buy |
|
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $176K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $165K | Sell |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $148K | Sell |
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|
2020
Q4 | $123K | Sell |
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|
2020
Q3 | $109K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
|