Summit Trail Advisors’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
Q3 | $9.4M | Buy |
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|
2025
Q2 | $7.97M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $852K | Buy |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $221K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.32M | Buy |
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