Summit Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $574K | Hold |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $526K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $381K | Buy |
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|
2019
Q4 | $702K | Hold |
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|
2019
Q3 | $658K | Buy |
|
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|
2019
Q2 | $602K | Sell |
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|
2019
Q1 | $617K | Buy |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $605K | Hold |
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|
2018
Q2 | $639K | Hold |
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|
2018
Q1 | $604K | Sell |
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|
2017
Q4 | $712K | Hold |
|
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|
2017
Q3 | $648K | Buy |
|
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|
2017
Q2 | $647K | Sell |
|
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|
2017
Q1 | $677K | Hold |
|
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|
2016
Q4 | $671K | Sell |
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|
2016
Q3 | $544K | Buy |
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|
2016
Q2 | $566K | Buy |
|
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|
2016
Q1 | $504K | Buy |
|
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|
2015
Q4 | $554K | Hold |
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|
2015
Q3 | $523K | Buy |
|
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|
2015
Q2 | $568K | Buy |
|
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|
2015
Q1 | $533K | Buy |
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|
2014
Q4 | $518K | Buy |
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|
2014
Q3 | $486K | Buy |
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|
2014
Q2 | $435K | Hold |
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|
2014
Q1 | $412K | Buy |
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|
2013
Q4 | $337K | Hold |
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|
2013
Q3 | $307K | Hold |
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|
2013
Q2 | $307K | Buy |
|