Summit Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $763K | Hold |
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|
2023
Q1 | $669K | Hold |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $709K | Hold |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $862K | Hold |
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|
2021
Q4 | $853K | Hold |
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|
2021
Q3 | $826K | Hold |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $647K | Sell |
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|
2019
Q3 | $628K | Sell |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $771K | Hold |
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|
2018
Q4 | $735K | Sell |
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|
2018
Q3 | $843K | Hold |
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|
2018
Q2 | $890K | Hold |
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|
2018
Q1 | $841K | Buy |
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|
2017
Q4 | $907K | Sell |
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|
2017
Q3 | $845K | Sell |
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|
2017
Q2 | $861K | Buy |
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