A detailed history of Summit Asset Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Asset Management, LLC holds 7,150 shares of WFC stock, worth $508,436. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,150
Previous 7,150 -0.0%
Holding current value
$508,436
Previous $424,000 4.95%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$56.41 - $62.34 $19,743 - $21,819
350 Added 5.15%
7,150 $424,000
Q4 2023

Feb 06, 2024

SELL
$38.67 - $50.51 $58,778 - $76,775
-1,520 Reduced 18.27%
6,800 $334,000
Q4 2022

Feb 13, 2023

SELL
$40.23 - $47.95 $142,011 - $169,263
-3,530 Reduced 29.79%
8,320 $343,000
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $6,977 - $8,008
-154 Reduced 1.28%
11,850 $569,000
Q3 2021

Nov 08, 2021

BUY
$42.32 - $51.15 $12,230 - $14,782
289 Added 2.47%
12,004 $557,000
Q2 2021

Aug 06, 2021

SELL
$39.48 - $47.9 $69,208 - $83,968
-1,753 Reduced 13.02%
11,715 $531,000
Q1 2021

May 07, 2021

BUY
$29.7 - $40.81 $29 - $40
1 Added 0.01%
13,468 $526,000
Q4 2020

Feb 09, 2021

SELL
$21.14 - $30.35 $39,468 - $56,663
-1,867 Reduced 12.18%
13,467 $406,000
Q3 2020

Nov 06, 2020

BUY
$22.83 - $26.35 $43,194 - $49,854
1,892 Added 14.08%
15,334 $360,000
Q2 2020

Aug 07, 2020

BUY
$22.53 - $33.32 $3,402 - $5,031
151 Added 1.14%
13,442 $344,000
Q1 2020

May 08, 2020

BUY
$25.25 - $53.75 $6,337 - $13,491
251 Added 1.92%
13,291 $381,000
Q3 2019

Nov 06, 2019

BUY
$43.38 - $50.71 $13,534 - $15,821
312 Added 2.45%
13,040 $658,000
Q2 2019

Aug 07, 2019

SELL
$44.37 - $49.17 $2,041 - $2,261
-46 Reduced 0.36%
12,728 $602,000
Q1 2019

May 07, 2019

BUY
$46.57 - $51.73 $78,470 - $87,165
1,685 Added 15.2%
12,774 $617,000
Q4 2018

Feb 07, 2019

SELL
$43.6 - $54.46 $18,748 - $23,417
-430 Reduced 3.73%
11,089 $511,000
Q1 2018

May 07, 2018

SELL
$50.98 - $65.93 $11,419 - $14,768
-224 Reduced 1.91%
11,519 $604,000
Q3 2017

Nov 09, 2017

BUY
$49.58 - $55.15 $582,217 - $647,626
11,743
11,743 $648,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $270B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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