Summit Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Hold |
17,635
| – | – | 0.36% | 83 |
|
|
2023
Q4 | $868K | Hold |
17,635
| – | – | 0.33% | 87 |
|
|
2023
Q3 | $721K | Sell |
17,635
-250
| -1% | -$10.2K | 0.3% | 90 |
|
|
2023
Q2 | $763K | Hold |
17,885
| – | – | 0.3% | 95 |
|
|
2023
Q1 | $669K | Hold |
17,885
| – | – | 0.25% | 104 |
|
|
2022
Q4 | $738K | Buy |
17,885
+250
| +1% | +$10.3K | 0.29% | 99 |
|
|
2022
Q3 | $709K | Hold |
17,635
| – | – | 0.29% | 93 |
|
|
2022
Q2 | $691K | Sell |
17,635
-150
| -0.8% | -$5.88K | 0.27% | 100 |
|
|
2022
Q1 | $862K | Hold |
17,785
| – | – | 0.29% | 90 |
|
|
2021
Q4 | $853K | Hold |
17,785
| – | – | 0.28% | 93 |
|
|
2021
Q3 | $826K | Hold |
17,785
| – | – | 0.3% | 88 |
|
|
2021
Q2 | $805K | Buy |
17,785
+11,889
| +202% | +$538K | 0.3% | 88 |
|
|
2021
Q1 | $230K | Sell |
5,896
-1,760
| -23% | -$68.7K | 0.1% | 177 |
|
|
2020
Q4 | $231K | Buy |
+7,656
| New | +$231K | 0.1% | 157 |
|
|
2020
Q3 | – | Sell |
-11,675
| Closed | -$299K | – | 157 |
|
|
2020
Q2 | $299K | Sell |
11,675
-1
| -0% | -$26 | 0.16% | 112 |
|
|
2020
Q1 | $335K | Sell |
11,676
-342
| -3% | -$9.81K | 0.2% | 96 |
|
|
2019
Q4 | $647K | Sell |
12,018
-428
| -3% | -$23K | 0.31% | 77 |
|
|
2019
Q3 | $628K | Sell |
12,446
-1,271
| -9% | -$64.1K | 0.32% | 80 |
|
|
2019
Q2 | $649K | Sell |
13,717
-2,230
| -14% | -$106K | 0.29% | 83 |
|
|
2019
Q1 | $771K | Hold |
15,947
| – | – | 0.6% | 55 |
|
|
2018
Q4 | $735K | Sell |
15,947
-100
| -0.6% | -$4.61K | 0.62% | 53 |
|
|
2018
Q3 | $843K | Hold |
16,047
| – | – | 0.63% | 53 |
|
|
2018
Q2 | $890K | Hold |
16,047
| – | – | 0.69% | 50 |
|
|
2018
Q1 | $841K | Buy |
16,047
+1,100
| +7% | +$57.6K | 0.66% | 54 |
|
|
2017
Q4 | $907K | Sell |
14,947
-370
| -2% | -$22.5K | 0.74% | 47 |
|
|
2017
Q3 | $845K | Sell |
15,317
-230
| -1% | -$12.7K | 0.7% | 47 |
|
|
2017
Q2 | $861K | Buy |
+15,547
| New | +$861K | 0.75% | 48 |
|