SSG
Summit Securities Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
+2,190
| New | +$175K | 0.03% | 178 |
|
|
2025
Q1 | – | Sell |
-312
| Closed | -$21.9K | – | 975 |
|
|
2024
Q4 | $21.9K | Buy |
+312
| New | +$21.9K | ﹤0.01% | 260 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 778 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 750 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 738 |
|
|
2023
Q3 | – | Sell |
-4,904
| Closed | -$209K | – | 884 |
|
|
2023
Q2 | $209K | Sell |
4,904
-2,571
| -34% | -$110K | 0.03% | 128 |
|
|
2023
Q1 | $279K | Sell |
7,475
-83,340
| -92% | -$3.11M | 0.02% | 90 |
|
|
2022
Q4 | $3.75M | Sell |
90,815
-67,585
| -43% | -$2.79M | 0.14% | 24 |
|
|
2022
Q3 | $6.37M | Buy |
158,400
+81,775
| +107% | +$3.29M | 0.48% | 14 |
|
|
2022
Q2 | $3M | Buy |
76,625
+75,033
| +4,713% | +$2.94M | 0.37% | 17 |
|
|
2022
Q1 | $77K | Sell |
1,592
-512,826
| -100% | -$24.8M | 0.01% | 360 |
|
|
2021
Q4 | $24.7M | Buy |
514,418
+447,768
| +672% | +$21.5M | 1.16% | 5 |
|
|
2021
Q3 | $3.09M | Sell |
66,650
-258,915
| -80% | -$12M | 0.24% | 40 |
|
|
2021
Q2 | $14.7M | Buy |
325,565
+274,165
| +533% | +$12.4M | 1.22% | 3 |
|
|
2021
Q1 | $2.01M | Sell |
51,400
-25,600
| -33% | -$1M | 0.22% | 41 |
|
|
2020
Q4 | $2.32M | Buy |
77,000
+1,000
| +1% | +$30.2K | 0.2% | 45 |
|
|
2020
Q3 | $1.79M | Sell |
76,000
-5,200
| -6% | -$122K | 0.19% | 33 |
|
|
2020
Q2 | $2.08M | Buy |
81,200
+55,000
| +210% | +$1.41M | 0.26% | 27 |
|
|
2020
Q1 | $752K | Sell |
26,200
-174,900
| -87% | -$5.02M | 0.13% | 47 |
|
|
2019
Q4 | $10.8M | Buy |
201,100
+128,800
| +178% | +$6.93M | 0.82% | 12 |
|
|
2019
Q3 | $3.65M | Buy |
72,300
+51,600
| +249% | +$2.6M | 0.32% | 18 |
|
|
2019
Q2 | $980K | Buy |
20,700
+15,600
| +306% | +$739K | 0.11% | 39 |
|
|
2019
Q1 | $246K | Sell |
5,100
-4,200
| -45% | -$203K | 0.04% | 82 |
|
|
2018
Q4 | $429K | Sell |
9,300
-8,600
| -48% | -$397K | 0.04% | 90 |
|
|
2018
Q3 | $941K | Buy |
17,900
+4,400
| +33% | +$231K | 0.35% | 46 |
|
|
2018
Q2 | $748K | Buy |
13,500
+4,400
| +48% | +$244K | 0.11% | 59 |
|
|
2018
Q1 | $477K | Sell |
9,100
-109,600
| -92% | -$5.74M | 0.12% | 44 |
|
|
2017
Q4 | $7.2M | Buy |
118,700
+104,000
| +707% | +$6.31M | 0.86% | 10 |
|
|
2017
Q3 | $811K | Buy |
+14,700
| New | +$811K | 0.14% | 35 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 331 |
|
|
2017
Q1 | – | Sell |
-6,300
| Closed | -$347K | – | 353 |
|
|
2016
Q4 | $347K | Buy |
+6,300
| New | +$347K | 0.08% | 142 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 242 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 288 |
|
|
2016
Q1 | – | Sell |
-165,400
| Closed | -$8.99M | – | 349 |
|
|
2015
Q4 | $8.99M | Buy |
165,400
+82,500
| +100% | +$4.48M | 2.9% | 9 |
|
|
2015
Q3 | $4.26M | Buy |
82,900
+82,000
| +9,111% | +$4.21M | 3.07% | 7 |
|
|
2015
Q2 | $51K | Buy |
+900
| New | +$51K | 0.02% | 177 |
|
|
2015
Q1 | – | Sell |
-104,417
| Closed | -$5.72M | – | 531 |
|
|
2014
Q4 | $5.72M | Sell |
104,417
-883
| -0.8% | -$48.4K | 1.64% | 9 |
|
|
2014
Q3 | $5.46M | Buy |
105,300
+24,800
| +31% | +$1.29M | 1.58% | 16 |
|
|
2014
Q2 | $4.23M | Buy |
80,500
+58,000
| +258% | +$3.05M | 1.45% | 17 |
|
|
2014
Q1 | $1.12M | Sell |
22,500
-134,200
| -86% | -$6.67M | 0.67% | 21 |
|
|
2013
Q4 | $7.11M | Sell |
156,700
-19,100
| -11% | -$867K | 1.24% | 19 |
|
|
2013
Q3 | $7.26M | Buy |
175,800
+108,200
| +160% | +$4.47M | 2.47% | 8 |
|
|
2013
Q2 | $2.79M | Buy |
+67,600
| New | +$2.79M | 1.33% | 17 |
|