Wells Fargo’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $711K | Buy |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $545K | Buy |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $970K | Buy |
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|
2019
Q2 | $940K | Buy |
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|
2019
Q1 | $169K | Buy |
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