Summit Financial’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 | $3.12M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.35M | Buy |
|
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $447K | Buy |
|
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $296K | Buy |
|
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|
2022
Q4 | $322K | Sell |
|
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $299K | Sell |
|
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|
2022
Q1 | $440K | Buy |
|
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $258K | Buy |
|