Cary Street Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $595K | Sell |
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|
2025
Q4 | $722K | Buy |
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|
2025
Q3 | $566K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $875K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $987K | Sell |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $503K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $78K | Buy |
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|
2018
Q4 | $234K | Buy |
|