Summit Financial’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 | $3.12M | Buy |
38,931
+13,737
| +55% | +$1.1M | 0.07% | 228 |
|
|
2025
Q1 | $1.81M | Buy |
25,194
+1,165
| +5% | +$83.6K | 0.05% | 273 |
|
|
2024
Q4 | $1.69M | Buy |
24,029
+1,275
| +6% | +$89.6K | 0.06% | 240 |
|
|
2024
Q3 | $1.29M | Sell |
22,754
-10
| -0% | -$565 | 0.05% | 224 |
|
|
2024
Q2 | $1.35M | Buy |
22,764
+13,970
| +159% | +$830K | 0.06% | 191 |
|
|
2024
Q1 | $510K | Sell |
8,794
-2,156
| -20% | -$125K | 0.03% | 249 |
|
|
2023
Q4 | $539K | Buy |
10,950
+10
| +0.1% | +$492 | 0.04% | 238 |
|
|
2023
Q3 | $447K | Buy |
10,940
+4,566
| +72% | +$187K | 0.03% | 248 |
|
|
2023
Q2 | $272K | Sell |
6,374
-1,552
| -20% | -$66.2K | 0.02% | 286 |
|
|
2023
Q1 | $296K | Buy |
7,926
+125
| +2% | +$4.67K | 0.03% | 209 |
|
|
2022
Q4 | $322K | Sell |
7,801
-3,381
| -30% | -$140K | 0.03% | 202 |
|
|
2022
Q3 | $450K | Buy |
11,182
+3,554
| +47% | +$143K | 0.04% | 180 |
|
|
2022
Q2 | $299K | Sell |
7,628
-1,448
| -16% | -$56.7K | 0.03% | 198 |
|
|
2022
Q1 | $440K | Buy |
9,076
+1,995
| +28% | +$96.7K | 0.03% | 190 |
|
|
2021
Q4 | $340K | Buy |
7,081
+1,526
| +27% | +$73.2K | 0.03% | 202 |
|
|
2021
Q3 | $258K | Buy |
+5,555
| New | +$258K | 0.02% | 202 |
|