Summit Wealth & Retirement Planning’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 | $282K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $250K | Sell |
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|
2018
Q4 | $273K | Buy |
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