Summitry 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 | $72.2M | Buy |
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|
2025
Q1 | $64.2M | Sell |
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|
2024
Q4 | $64.2M | Sell |
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|
2024
Q3 | $52.4M | Buy |
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|
2024
Q2 | $54.1M | Buy |
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|
2024
Q1 | $52.8M | Buy |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $36.2M | Buy |
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|
2023
Q2 | $36.4M | Buy |
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|
2023
Q1 | $30.4M | Buy |
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|
2022
Q4 | $33.1M | Buy |
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|
2022
Q3 | $31.9M | Buy |
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|
2022
Q2 | $30.5M | Sell |
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|
2022
Q1 | $38.2M | Sell |
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|
2021
Q4 | $61.1M | Buy |
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|
2021
Q3 | $58.4M | Sell |
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|
2021
Q2 | $68.2M | Sell |
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|
2021
Q1 | $62M | Sell |
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|
2020
Q4 | $49.4M | Sell |
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|
2020
Q3 | $39.5M | Buy |
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|
2020
Q2 | $27.1M | Sell |
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|
2020
Q1 | $44.2M | Buy |
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|
2019
Q4 | $43.5M | Buy |
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|
2019
Q3 | $40.2M | Buy |
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|
2019
Q2 | $31.9M | Buy |
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|
2019
Q1 | $19.2M | Buy |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.8M | Buy |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $20.1M | Sell |
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|
2017
Q1 | $34.5M | Sell |
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|
2016
Q4 | $34.3M | Buy |
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|
2016
Q3 | $27.3M | Buy |
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|
2016
Q2 | $19.5M | Buy |
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|
2016
Q1 | $19.5M | Buy |
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|
2015
Q4 | $21.9M | Buy |
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|
2015
Q3 | $20.4M | Buy |
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|
2015
Q2 | $22.2M | Sell |
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|
2015
Q1 | $22M | Buy |
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|
2014
Q4 | $22.1M | Buy |
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|
2014
Q3 | $20.7M | Buy |
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|
2014
Q2 | $20.8M | Buy |
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|
2014
Q1 | $19.4M | Sell |
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|
2013
Q4 | $17.8M | Buy |
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|
2013
Q3 | $15.6M | Sell |
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|
2013
Q2 | $15.6M | Buy |
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