Carson Advisory’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 | $1.02M | Sell |
12,696
-300
| -2% | -$24K | 0.65% | 42 |
|
|
2025
Q1 | $933K | Sell |
12,996
-231
| -2% | -$16.6K | 0.63% | 40 |
|
|
2024
Q4 | $929K | Sell |
13,227
-492
| -4% | -$34.6K | 0.65% | 43 |
|
|
2024
Q3 | $775K | Sell |
13,719
-58
| -0.4% | -$3.28K | 0.49% | 61 |
|
|
2024
Q2 | $818K | Buy |
13,777
+1,163
| +9% | +$69.1K | 0.57% | 50 |
|
|
2024
Q1 | $731K | Sell |
12,614
-55
| -0.4% | -$3.19K | 0.51% | 58 |
|
|
2023
Q4 | $624K | Sell |
12,669
-333
| -3% | -$16.4K | 0.48% | 67 |
|
|
2023
Q3 | $531K | Sell |
13,002
-369
| -3% | -$15.1K | 0.47% | 74 |
|
|
2023
Q2 | $571K | Buy |
13,371
+217
| +2% | +$9.26K | 0.48% | 70 |
|
|
2023
Q1 | $492K | Sell |
13,154
-1,692
| -11% | -$63.2K | 0.44% | 72 |
|
|
2022
Q4 | $613K | Buy |
14,846
+1,289
| +10% | +$53.2K | 0.59% | 49 |
|
|
2022
Q3 | $545K | Sell |
13,557
-265
| -2% | -$10.7K | 0.6% | 53 |
|
|
2022
Q2 | $541K | Buy |
13,822
+97
| +0.7% | +$3.8K | 0.6% | 50 |
|
|
2022
Q1 | $665K | Sell |
13,725
-2,387
| -15% | -$116K | 0.66% | 45 |
|
|
2021
Q4 | $773K | Buy |
+16,112
| New | +$773K | 0.78% | 38 |
|