Carrera Capital 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 | $799K | Sell |
9,970
-141
| -1% | -$11.3K | 0.16% | 72 |
|
|
2025
Q1 | $726K | Buy |
10,111
+751
| +8% | +$53.9K | 0.16% | 93 |
|
|
2024
Q4 | $657K | Sell |
9,360
-14
| -0.1% | -$983 | 0.15% | 90 |
|
|
2024
Q3 | $530K | Buy |
9,374
+535
| +6% | +$30.2K | 0.13% | 74 |
|
|
2024
Q2 | $525K | Buy |
+8,839
| New | +$525K | 0.17% | 58 |
|