A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Wells Fargo & Company stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 4,987 shares of WFC stock, worth $366,943. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,987
Previous 5,320 6.26%
Holding current value
$366,943
Previous $315,000 10.79%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 21, 2024

SELL
$51.58 - $60.97 $17,176 - $20,303
-333 Reduced 6.26%
4,987 $281,000
Q2 2024

Jul 22, 2024

SELL
$56.41 - $62.34 $19,179 - $21,195
-340 Reduced 6.01%
5,320 $315,000
Q1 2024

May 07, 2024

SELL
$46.44 - $57.96 $55,495 - $69,262
-1,195 Reduced 17.43%
5,660 $328,000
Q4 2023

Feb 08, 2024

SELL
$38.67 - $50.51 $14,733 - $19,244
-381 Reduced 5.27%
6,855 $337,000
Q3 2023

Nov 09, 2023

BUY
$40.43 - $47.13 $727 - $848
18 Added 0.25%
7,236 $295,000
Q2 2023

Aug 01, 2023

SELL
$36.72 - $42.68 $1,248 - $1,451
-34 Reduced 0.47%
7,218 $308,000
Q1 2023

Apr 26, 2023

SELL
$36.23 - $48.5 $253 - $339
-7 Reduced 0.1%
7,252 $271,000
Q4 2022

Feb 06, 2023

BUY
$40.23 - $47.95 $724 - $863
18 Added 0.25%
7,259 $300,000
Q3 2022

Nov 09, 2022

SELL
$1.55 - $45.53 $97 - $2,868
-63 Reduced 0.86%
7,241 $291,000
Q2 2022

Aug 02, 2022

BUY
$37.43 - $49.33 $1,085 - $1,430
29 Added 0.4%
7,304 $286,000
Q1 2022

May 05, 2022

SELL
$45.81 - $59.06 $412 - $531
-9 Reduced 0.12%
7,275 $353,000
Q4 2021

Feb 10, 2022

BUY
$45.31 - $52.0 $330,038 - $378,768
7,284 New
7,284 $350,000

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 $279B
  • 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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