Summit Asset Management’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 | $617K | Buy |
7,695
+545
| +8% | +$43.7K | 0.1% | 94 |
|
|
2025
Q1 | $513K | Hold |
7,150
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $502K | Hold |
7,150
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $404K | Hold |
7,150
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $425K | Buy |
7,150
+350
| +5% | +$20.8K | 0.09% | 101 |
|
|
2024
Q1 | $394K | Hold |
6,800
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $335K | Sell |
6,800
-1,520
| -18% | -$74.8K | 0.08% | 113 |
|
|
2023
Q3 | $340K | Hold |
8,320
| – | – | 0.09% | 109 |
|
|
2023
Q2 | $355K | Hold |
8,320
| – | – | 0.09% | 110 |
|
|
2023
Q1 | $311K | Hold |
8,320
| – | – | 0.09% | 115 |
|
|
2022
Q4 | $344K | Sell |
8,320
-3,530
| -30% | -$146K | 0.1% | 111 |
|
|
2022
Q3 | $477K | Hold |
11,850
| – | – | 0.15% | 80 |
|
|
2022
Q2 | $464K | Hold |
11,850
| – | – | 0.14% | 86 |
|
|
2022
Q1 | $574K | Hold |
11,850
| – | – | 0.16% | 81 |
|
|
2021
Q4 | $569K | Sell |
11,850
-154
| -1% | -$7.4K | 0.16% | 80 |
|
|
2021
Q3 | $557K | Buy |
12,004
+289
| +2% | +$13.4K | 0.17% | 77 |
|
|
2021
Q2 | $531K | Sell |
11,715
-1,753
| -13% | -$79.5K | 0.17% | 75 |
|
|
2021
Q1 | $526K | Buy |
13,468
+1
| +0% | +$39 | 0.18% | 75 |
|
|
2020
Q4 | $406K | Sell |
13,467
-1,867
| -12% | -$56.3K | 0.15% | 85 |
|
|
2020
Q3 | $360K | Buy |
15,334
+1,892
| +14% | +$44.4K | 0.15% | 84 |
|
|
2020
Q2 | $344K | Buy |
13,442
+151
| +1% | +$3.86K | 0.16% | 80 |
|
|
2020
Q1 | $381K | Buy |
13,291
+251
| +2% | +$7.2K | 0.21% | 66 |
|
|
2019
Q4 | $702K | Hold |
13,040
| – | – | 0.3% | 50 |
|
|
2019
Q3 | $658K | Buy |
13,040
+312
| +2% | +$15.7K | 0.31% | 48 |
|
|
2019
Q2 | $602K | Sell |
12,728
-46
| -0.4% | -$2.18K | 0.29% | 52 |
|
|
2019
Q1 | $617K | Buy |
12,774
+1,685
| +15% | +$81.4K | 0.3% | 49 |
|
|
2018
Q4 | $511K | Sell |
11,089
-430
| -4% | -$19.8K | 0.29% | 53 |
|
|
2018
Q3 | $605K | Hold |
11,519
| – | – | 0.28% | 47 |
|
|
2018
Q2 | $639K | Hold |
11,519
| – | – | 0.31% | 45 |
|
|
2018
Q1 | $604K | Sell |
11,519
-224
| -2% | -$11.7K | 0.29% | 49 |
|
|
2017
Q4 | $712K | Hold |
11,743
| – | – | 0.34% | 45 |
|
|
2017
Q3 | $648K | Buy |
11,743
+72
| +0.6% | +$3.97K | 0.32% | 50 |
|
|
2017
Q2 | $647K | Sell |
11,671
-500
| -4% | -$27.7K | 0.34% | 48 |
|
|
2017
Q1 | $677K | Hold |
12,171
| – | – | 0.39% | 44 |
|
|
2016
Q4 | $671K | Sell |
12,171
-108
| -0.9% | -$5.95K | 0.42% | 41 |
|
|
2016
Q3 | $544K | Buy |
12,279
+317
| +3% | +$14K | 0.33% | 47 |
|
|
2016
Q2 | $566K | Buy |
11,962
+1,544
| +15% | +$73.1K | 0.36% | 45 |
|
|
2016
Q1 | $504K | Buy |
10,418
+225
| +2% | +$10.9K | 0.33% | 47 |
|
|
2015
Q4 | $554K | Hold |
10,193
| – | – | 0.38% | 46 |
|
|
2015
Q3 | $523K | Buy |
10,193
+100
| +1% | +$5.13K | 0.37% | 48 |
|
|
2015
Q2 | $568K | Buy |
10,093
+300
| +3% | +$16.9K | 0.39% | 48 |
|
|
2015
Q1 | $533K | Buy |
9,793
+339
| +4% | +$18.5K | 0.37% | 46 |
|
|
2014
Q4 | $518K | Buy |
9,454
+75
| +0.8% | +$4.11K | 0.37% | 43 |
|
|
2014
Q3 | $486K | Buy |
9,379
+1,100
| +13% | +$57K | 0.37% | 45 |
|
|
2014
Q2 | $435K | Hold |
8,279
| – | – | 0.33% | 46 |
|
|
2014
Q1 | $412K | Buy |
8,279
+850
| +11% | +$42.3K | 0.33% | 47 |
|
|
2013
Q4 | $337K | Hold |
7,429
| – | – | 0.27% | 58 |
|
|
2013
Q3 | $307K | Hold |
7,429
| – | – | 0.27% | 57 |
|
|
2013
Q2 | $307K | Buy |
+7,429
| New | +$307K | 0.3% | 55 |
|