A detailed history of Carson Advisory Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Carson Advisory Inc. holds 13,719 shares of WFC stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,719
Previous 13,777 0.42%
Holding current value
$1.03 Million
Previous $818,000 5.38%
% of portfolio
0.51%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$51.58 - $60.97 $2,991 - $3,536
-58 Reduced 0.42%
13,719 $774,000
Q2 2024

Aug 07, 2024

BUY
$56.41 - $62.34 $65,604 - $72,501
1,163 Added 9.22%
13,777 $818,000
Q1 2024

May 03, 2024

SELL
$46.44 - $57.96 $2,554 - $3,187
-55 Reduced 0.43%
12,614 $731,000
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $12,877 - $16,819
-333 Reduced 2.56%
12,669 $623,000
Q3 2023

Nov 08, 2023

SELL
$40.43 - $47.13 $14,918 - $17,390
-369 Reduced 2.76%
13,002 $531,000
Q2 2023

Jul 28, 2023

BUY
$36.72 - $42.68 $490,983 - $570,674
13,371 New
13,371 $570,000
Q1 2023

May 05, 2023

SELL
$36.23 - $48.5 $61,301 - $82,062
-1,692 Reduced 11.4%
13,154 $491,000
Q4 2022

Feb 08, 2023

BUY
$40.23 - $47.95 $51,856 - $61,807
1,289 Added 9.51%
14,846 $612,000
Q3 2022

Nov 07, 2022

SELL
$1.55 - $45.53 $410 - $12,065
-265 Reduced 1.92%
13,557 $545,000
Q2 2022

Aug 03, 2022

BUY
$37.43 - $49.33 $3,630 - $4,785
97 Added 0.71%
13,822 $541,000
Q1 2022

May 03, 2022

SELL
$45.81 - $59.06 $109,348 - $140,976
-2,387 Reduced 14.82%
13,725 $665,000
Q4 2021

Feb 08, 2022

BUY
$45.31 - $52.0 $730,034 - $837,824
16,112 New
16,112 $773,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $284B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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