Summa Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
9,026
+2
| +0% | +$160 | 0.38% | 29 |
|
|
2025
Q1 | $648K | Buy |
9,024
+324
| +4% | +$23.3K | 0.37% | 28 |
|
|
2024
Q4 | $611K | Hold |
8,700
| – | – | 0.3% | 29 |
|
|
2024
Q3 | $491K | Hold |
8,700
| – | – | 0.24% | 39 |
|
|
2024
Q2 | $517K | Hold |
8,700
| – | – | 0.25% | 34 |
|
|
2024
Q1 | $504K | Hold |
8,700
| – | – | 0.28% | 33 |
|
|
2023
Q4 | $428K | Buy |
+8,700
| New | +$428K | 0.3% | 42 |
|