Cary Street Partners Investment 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 | $488K | Buy |
6,091
+899
| +17% | +$72K | 0.24% | 102 |
|
|
2025
Q1 | $373K | Buy |
5,192
+762
| +17% | +$54.7K | 0.21% | 119 |
|
|
2024
Q4 | $311K | Sell |
4,430
-11,067
| -71% | -$777K | 0.2% | 128 |
|
|
2024
Q3 | $875K | Sell |
15,497
-1,591
| -9% | -$89.9K | 0.03% | 384 |
|
|
2024
Q2 | $1.01M | Buy |
17,088
+60
| +0.4% | +$3.56K | 0.04% | 344 |
|
|
2024
Q1 | $987K | Sell |
17,028
-59
| -0.3% | -$3.42K | 0.04% | 343 |
|
|
2023
Q4 | $841K | Sell |
17,087
-519
| -3% | -$25.5K | 0.04% | 339 |
|
|
2023
Q3 | $719K | Buy |
17,606
+364
| +2% | +$14.9K | 0.04% | 350 |
|
|
2023
Q2 | $736K | Buy |
17,242
+5,647
| +49% | +$241K | 0.05% | 309 |
|
|
2023
Q1 | $433K | Buy |
11,595
+36
| +0.3% | +$1.35K | 0.03% | 356 |
|
|
2022
Q4 | $477K | Sell |
11,559
-938
| -8% | -$38.7K | 0.04% | 338 |
|
|
2022
Q3 | $503K | Buy |
12,497
+261
| +2% | +$10.5K | 0.04% | 311 |
|
|
2022
Q2 | $479K | Buy |
+12,236
| New | +$479K | 0.04% | 305 |
|
|
2021
Q1 | – | Sell |
-20,094
| Closed | -$606K | – | 417 |
|
|
2020
Q4 | $606K | Buy |
20,094
+16,760
| +503% | +$505K | 0.12% | 162 |
|
|
2020
Q3 | $78K | Buy |
+3,334
| New | +$78K | 0.02% | 417 |
|
|
2018
Q4 | $234K | Buy |
+5,087
| New | +$234K | 0.23% | 84 |
|