Summit Global Investments’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 | $4.42M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $214K | Buy |
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