Wells Fargo’s Summit Midstream SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $17.5K | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $197K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $0 | Sell |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $911K | Sell |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.4M | Buy |
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|
2016
Q2 | $1.35M | Buy |
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|
2016
Q1 | $983K | Sell |
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|
2015
Q4 | $5.38M | Buy |
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|
2015
Q3 | $557K | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $484K | Buy |
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|
2014
Q4 | $272K | Sell |
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|
2014
Q3 | $426K | Buy |
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|
2014
Q2 | $270K | Hold |
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|
2014
Q1 | $228K | Buy |
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|
2013
Q4 | $7K | Buy |
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|
2013
Q3 | $4K | Buy |
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