Summit Global Investments’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 | $4.42M | Buy |
+55,109
| New | +$4.42M | 0.26% | 69 |
|
|
2024
Q4 | – | Sell |
-5,630
| Closed | -$318K | – | 652 |
|
|
2024
Q3 | $318K | Sell |
5,630
-83
| -1% | -$4.69K | 0.02% | 419 |
|
|
2024
Q2 | $339K | Sell |
5,713
-112
| -2% | -$6.65K | 0.02% | 406 |
|
|
2024
Q1 | $338K | Sell |
5,825
-211
| -3% | -$12.2K | 0.03% | 388 |
|
|
2023
Q4 | $297K | Buy |
6,036
+283
| +5% | +$13.9K | 0.02% | 435 |
|
|
2023
Q3 | $235K | Buy |
5,753
+343
| +6% | +$14K | 0.02% | 464 |
|
|
2023
Q2 | $231K | Hold |
5,410
| – | – | 0.02% | 482 |
|
|
2023
Q1 | $202K | Hold |
5,410
| – | – | 0.02% | 485 |
|
|
2022
Q4 | $223K | Sell |
5,410
-72
| -1% | -$2.97K | 0.02% | 433 |
|
|
2022
Q3 | $220K | Hold |
5,482
| – | – | 0.02% | 439 |
|
|
2022
Q2 | $215K | Buy |
5,482
+1
| +0% | +$39 | 0.02% | 442 |
|
|
2022
Q1 | $266K | Hold |
5,481
| – | – | 0.02% | 428 |
|
|
2021
Q4 | $263K | Buy |
5,481
+71
| +1% | +$3.41K | 0.02% | 468 |
|
|
2021
Q3 | $251K | Buy |
5,410
+44
| +0.8% | +$2.04K | 0.02% | 418 |
|
|
2021
Q2 | $243K | Sell |
5,366
-100
| -2% | -$4.53K | 0.01% | 502 |
|
|
2021
Q1 | $214K | Buy |
+5,466
| New | +$214K | 0.01% | 513 |
|