Summit X LLC’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 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $397K | Buy |
|
|||||
|
2024
Q4 | $278K | Buy |
|
|||||
|
2024
Q3 | $214K | Sell |
|
|||||
|
2024
Q2 | $499K | Buy |
|
|||||
|
2024
Q1 | $226K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $590K | Buy |
|
|||||
|
2023
Q1 | $449K | Buy |
|
|||||
|
2022
Q4 | $322K | Sell |
|
|||||
|
2022
Q3 | $382K | Buy |
|
|||||
|
2022
Q2 | $326K | Buy |
|
|||||
|
2022
Q1 | $372K | Buy |
|
|||||
|
2021
Q4 | $357K | Buy |
|
|||||
|
2021
Q3 | $309K | Buy |
|
|||||
|
2021
Q2 | $304K | Sell |
|
|||||
|
2021
Q1 | $267K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $1.1K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $335K | Sell |
|
|||||
|
2019
Q3 | $330K | Sell |
|
|||||
|
2019
Q2 | $308K | Buy |
|
|||||
|
2019
Q1 | $290K | Buy |
|
|||||
|
2018
Q4 | $268K | Buy |
|
|||||
|
2018
Q3 | $306K | Sell |
|
|||||
|
2018
Q2 | $333K | Buy |
|
|||||
|
2018
Q1 | $313K | Buy |
|
|||||
|
2017
Q4 | $362K | Buy |
|
|||||
|
2017
Q3 | $307K | Buy |
|
|||||
|
2017
Q2 | $296K | Buy |
|