Wells Fargo & Company shares owned by Carson Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 83.82 |
| 2025-06-30 | $1.0M | 13k | 80.12 |
| 2025-03-31 | $933k | 13k | 71.79 |
| 2024-12-31 | $929k | 13k | 70.24 |
| 2024-09-30 | $775k | 14k | 56.49 |
| 2024-06-30 | $818k | 14k | 59.39 |
| 2024-03-31 | $731k | 13k | 57.96 |
| 2023-12-31 | $624k | 13k | 49.22 |
| 2023-09-30 | $531k | 13k | 40.86 |
| 2023-06-30 | $571k | 13k | 42.68 |
| 2023-03-31 | $492k | 13k | 37.38 |
| 2022-12-31 | $613k | 15k | 41.29 |
| 2022-09-30 | $545k | 14k | 40.20 |
| 2022-06-30 | $541k | 14k | 39.14 |
| 2022-03-31 | $665k | 14k | 48.45 |
| 2021-12-31 | $773k | 16k | 47.98 |