Carson Advisory’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 | $1.02M | Sell |
|
|||||
|
2025
Q1 | $933K | Sell |
|
|||||
|
2024
Q4 | $929K | Sell |
|
|||||
|
2024
Q3 | $775K | Sell |
|
|||||
|
2024
Q2 | $818K | Buy |
|
|||||
|
2024
Q1 | $731K | Sell |
|
|||||
|
2023
Q4 | $624K | Sell |
|
|||||
|
2023
Q3 | $531K | Sell |
|
|||||
|
2023
Q2 | $571K | Buy |
|
|||||
|
2023
Q1 | $492K | Sell |
|
|||||
|
2022
Q4 | $613K | Buy |
|
|||||
|
2022
Q3 | $545K | Sell |
|
|||||
|
2022
Q2 | $541K | Buy |
|
|||||
|
2022
Q1 | $665K | Sell |
|
|||||
|
2021
Q4 | $773K | Buy |
|