CarsonAllaria Wealth Management’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
Q3 | $342K | Sell |
|
|||||
|
2025
Q2 | $327K | Sell |
|
|||||
|
2025
Q1 | $298K | Sell |
|
|||||
|
2024
Q4 | $297K | Sell |
|
|||||
|
2024
Q3 | $282K | Sell |
|
|||||
|
2024
Q2 | $316K | Sell |
|
|||||
|
2024
Q1 | $328K | Sell |
|
|||||
|
2023
Q4 | $337K | Sell |
|
|||||
|
2023
Q3 | $296K | Buy |
|
|||||
|
2023
Q2 | $308K | Sell |
|
|||||
|
2023
Q1 | $271K | Sell |
|
|||||
|
2022
Q4 | $300K | Buy |
|
|||||
|
2022
Q3 | $291K | Sell |
|
|||||
|
2022
Q2 | $286K | Buy |
|
|||||
|
2022
Q1 | $353K | Sell |
|
|||||
|
2021
Q4 | $350K | Buy |
|