CarsonAllaria Wealth Management’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 | $327K | Sell |
4,075
-76
| -2% | -$6.09K | 0.18% | 44 |
|
|
2025
Q1 | $298K | Sell |
4,151
-79
| -2% | -$5.67K | 0.17% | 47 |
|
|
2024
Q4 | $297K | Sell |
4,230
-757
| -15% | -$53.2K | 0.17% | 50 |
|
|
2024
Q3 | $282K | Sell |
4,987
-333
| -6% | -$18.8K | 0.16% | 51 |
|
|
2024
Q2 | $316K | Sell |
5,320
-340
| -6% | -$20.2K | 0.19% | 45 |
|
|
2024
Q1 | $328K | Sell |
5,660
-1,195
| -17% | -$69.3K | 0.21% | 45 |
|
|
2023
Q4 | $337K | Sell |
6,855
-381
| -5% | -$18.8K | 0.24% | 42 |
|
|
2023
Q3 | $296K | Buy |
7,236
+18
| +0.2% | +$736 | 0.24% | 47 |
|
|
2023
Q2 | $308K | Sell |
7,218
-34
| -0.5% | -$1.45K | 0.24% | 51 |
|
|
2023
Q1 | $271K | Sell |
7,252
-7
| -0.1% | -$262 | 0.23% | 52 |
|
|
2022
Q4 | $300K | Buy |
7,259
+18
| +0.2% | +$744 | 0.26% | 46 |
|
|
2022
Q3 | $291K | Sell |
7,241
-63
| -0.9% | -$2.53K | 0.27% | 43 |
|
|
2022
Q2 | $286K | Buy |
7,304
+29
| +0.4% | +$1.14K | 0.27% | 48 |
|
|
2022
Q1 | $353K | Sell |
7,275
-9
| -0.1% | -$437 | 0.32% | 40 |
|
|
2021
Q4 | $350K | Buy |
+7,284
| New | +$350K | 0.31% | 42 |
|