Summit Wealth & Retirement Planning’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 | $269K | Hold |
3,362
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $241K | Buy |
3,362
+139
| +4% | +$9.98K | 0.07% | 67 |
|
|
2024
Q4 | $226K | Buy |
+3,223
| New | +$226K | 0.07% | 68 |
|
|
2024
Q3 | – | Sell |
-4,489
| Closed | -$267K | – | 69 |
|
|
2024
Q2 | $267K | Buy |
+4,489
| New | +$267K | 0.09% | 54 |
|
|
2021
Q1 | – | Sell |
-7,388
| Closed | -$223K | – | 124 |
|
|
2020
Q4 | $223K | Buy |
+7,388
| New | +$223K | 0.08% | 108 |
|
|
2020
Q1 | – | Sell |
-5,208
| Closed | -$280K | – | 132 |
|
|
2019
Q4 | $280K | Buy |
5,208
+20
| +0.4% | +$1.08K | 0.12% | 108 |
|
|
2019
Q3 | $262K | Buy |
5,188
+22
| +0.4% | +$1.11K | 0.16% | 105 |
|
|
2019
Q2 | $244K | Hold |
5,166
| – | – | 0.14% | 118 |
|
|
2019
Q1 | $250K | Sell |
5,166
-750
| -13% | -$36.3K | 0.15% | 119 |
|
|
2018
Q4 | $273K | Buy |
+5,916
| New | +$273K | 0.21% | 97 |
|