Carolinas Wealth Consulting LLC Wells Fargo & Company Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,792 shares of WFC stock, worth $127,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,792

Previous 1,934 7.34%

Holding current value

$127,429

Previous $114,000 11.4%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$51.58 - $60.97 $7,324 - $8,657	-142 Reduced 7.34%	1,792 $101,000
Q2 2024 Aug 12, 2024	SELL	$56.41 - $62.34 $338 - $374	-6 Reduced 0.31%	1,934 $114,000
Q1 2024 May 14, 2024	BUY	$46.44 - $57.96 $16,393 - $20,459	353 Added 22.24%	1,940 $112,000
Q4 2023 Feb 13, 2024	BUY	$38.67 - $50.51 $1,856 - $2,424	48 Added 3.12%	1,587 $78,000
Q3 2023 Nov 14, 2023	SELL	$40.43 - $47.13 $94,727 - $110,425	-2,343 Reduced 60.36%	1,539 $62,000
Q2 2023 Aug 14, 2023	SELL	$36.72 - $42.68 $25,410 - $29,534	-692 Reduced 15.13%	3,882 $165,000
Q1 2023 May 15, 2023	BUY	$36.23 - $48.5 $10,071 - $13,483	278 Added 6.47%	4,574 $170,000
Q4 2022 Feb 14, 2023	BUY	$40.23 - $47.95 $13,839 - $16,494	344 Added 8.7%	4,296 $177,000
Q3 2022 Nov 14, 2022	SELL	$1.55 - $45.53 $823 - $24,176	-531 Reduced 11.84%	3,952 $159,000
Q2 2022 Aug 16, 2022	SELL	$37.43 - $49.33 $21,222 - $27,970	-567 Reduced 11.23%	4,483 $176,000
Q1 2022 May 17, 2022	BUY	$45.81 - $59.06 $53,047 - $68,391	1,158 Added 29.75%	5,050 $245,000
Q4 2021 Feb 14, 2022	BUY	$45.31 - $52.0 $15,088 - $17,316	333 Added 9.36%	3,892 $187,000
Q3 2021 Nov 15, 2021	SELL	$42.32 - $51.15 $34,744 - $41,994	-821 Reduced 18.74%	3,559 $165,000
Q2 2021 Aug 17, 2021	BUY	$39.48 - $47.9 $23,766 - $28,835	602 Added 15.93%	4,380 $198,000
Q1 2021 May 17, 2021	SELL	$29.7 - $40.81 $8,523 - $11,712	-287 Reduced 7.06%	3,778 $148,000
Q4 2020 Feb 16, 2021	SELL	$21.14 - $30.35 $11,648 - $16,722	-551 Reduced 11.94%	4,065 $123,000
Q3 2020 Nov 12, 2020	SELL	$22.83 - $26.35 $2,671 - $3,082	-117 Reduced 2.47%	4,616 $109,000
Q2 2020 Aug 13, 2020	BUY	$22.53 - $33.32 $106,634 - $157,703	4,733 New	4,733 $121,000
Q1 2020 May 11, 2020	SELL	$25.25 - $53.75 $135,819 - $289,121	-5,379 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$47.82 - $54.46 $257,223 - $292,940	5,379 New	5,379 $284,000

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $270B
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...

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Carolinas Wealth Consulting LLC Wells Fargo & Company Transaction History