Summit Securities Group’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 | $175K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $21.9K | Buy |
|
|||||
|
2024
Q3 | – | Hold |
|
|||||
|
2024
Q1 | – | Hold |
|
|||||
|
2023
Q4 | – | Hold |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $209K | Sell |
|
|||||
|
2023
Q1 | $279K | Sell |
|
|||||
|
2022
Q4 | $3.75M | Sell |
|
|||||
|
2022
Q3 | $6.37M | Buy |
|
|||||
|
2022
Q2 | $3M | Buy |
|
|||||
|
2022
Q1 | $77K | Sell |
|
|||||
|
2021
Q4 | $24.7M | Buy |
|
|||||
|
2021
Q3 | $3.09M | Sell |
|
|||||
|
2021
Q2 | $14.7M | Buy |
|
|||||
|
2021
Q1 | $2.01M | Sell |
|
|||||
|
2020
Q4 | $2.32M | Buy |
|
|||||
|
2020
Q3 | $1.79M | Sell |
|
|||||
|
2020
Q2 | $2.08M | Buy |
|
|||||
|
2020
Q1 | $752K | Sell |
|
|||||
|
2019
Q4 | $10.8M | Buy |
|
|||||
|
2019
Q3 | $3.65M | Buy |
|
|||||
|
2019
Q2 | $980K | Buy |
|
|||||
|
2019
Q1 | $246K | Sell |
|
|||||
|
2018
Q4 | $429K | Sell |
|
|||||
|
2018
Q3 | $941K | Buy |
|
|||||
|
2018
Q2 | $748K | Buy |
|
|||||
|
2018
Q1 | $477K | Sell |
|
|||||
|
2017
Q4 | $7.2M | Buy |
|
|||||
|
2017
Q3 | $811K | Buy |
|
|||||
|
2017
Q2 | – | Hold |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $347K | Buy |
|
|||||
|
2016
Q3 | – | Hold |
|
|||||
|
2016
Q2 | – | Hold |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $8.99M | Buy |
|
|||||
|
2015
Q3 | $4.26M | Buy |
|
|||||
|
2015
Q2 | $51K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $5.72M | Sell |
|
|||||
|
2014
Q3 | $5.46M | Buy |
|
|||||
|
2014
Q2 | $4.23M | Buy |
|
|||||
|
2014
Q1 | $1.12M | Sell |
|
|||||
|
2013
Q4 | $7.11M | Sell |
|
|||||
|
2013
Q3 | $7.26M | Buy |
|
|||||
|
2013
Q2 | $2.79M | Buy |
|