Wells Fargo & Company shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5k | 113 | 57.96 |
| 2023-12-31 | $5.6k | 113 | 49.21 |
| 2023-09-30 | $4.6k | 113 | 40.86 |
| 2023-06-30 | $4.8k | 113 | 42.68 |
| 2023-03-31 | $4.2k | 113 | 37.38 |
| 2022-12-31 | $5.0k | 113 | 44.25 |
| 2022-09-30 | $5.0k | 113 | 44.25 |
| 2022-06-30 | $4.0k | 113 | 35.40 |
| 2022-03-31 | $5.0k | 113 | 44.25 |
| 2021-12-31 | $5.0k | 113 | 44.25 |
| 2021-09-30 | $5.0k | 113 | 44.25 |
| 2021-06-30 | $5.0k | 113 | 44.25 |
| 2021-03-31 | $10k | 249 | 40.16 |
| 2020-12-31 | $3.0k | 113 | 26.55 |
| 2020-09-30 | $3.0k | 113 | 26.55 |
| 2019-12-31 | $1.0k | 23 | 43.48 |