A detailed history of Summit Financial, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Financial, LLC holds 22,754 shares of WFC stock, worth $1.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,754
Previous 22,764 0.04%
Holding current value
$1.62 Million
Previous $1.35 Million 4.96%
% of portfolio
0.05%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$51.58 - $60.97 $515 - $609
-10 Reduced 0.04%
22,754 $1.28 Million
Q2 2024

Jul 31, 2024

BUY
$56.41 - $62.34 $788,047 - $870,889
13,970 Added 158.86%
22,764 $1.35 Million
Q1 2024

Apr 24, 2024

SELL
$46.44 - $57.96 $100,124 - $124,961
-2,156 Reduced 19.69%
8,794 $509,000
Q4 2023

Feb 05, 2024

BUY
$38.67 - $50.51 $386 - $505
10 Added 0.09%
10,950 $538,000
Q3 2023

Nov 07, 2023

BUY
$40.43 - $47.13 $184,603 - $215,195
4,566 Added 71.63%
10,940 $447,000
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $56,989 - $66,239
-1,552 Reduced 19.58%
6,374 $272,000
Q1 2023

May 03, 2023

BUY
$36.23 - $48.5 $4,528 - $6,062
125 Added 1.6%
7,926 $296,000
Q4 2022

Feb 07, 2023

SELL
$40.23 - $47.95 $136,017 - $162,118
-3,381 Reduced 30.24%
7,801 $322,000
Q3 2022

Nov 15, 2022

BUY
$1.55 - $45.53 $5,508 - $161,813
3,554 Added 46.59%
11,182 $450 Million
Q2 2022

Aug 12, 2022

SELL
$37.43 - $49.33 $54,198 - $71,429
-1,448 Reduced 15.95%
7,628 $298,000
Q1 2022

May 10, 2022

BUY
$45.81 - $59.06 $91,390 - $117,824
1,995 Added 28.17%
9,076 $439,000
Q4 2021

Feb 07, 2022

BUY
$45.31 - $52.0 $69,143 - $79,352
1,526 Added 27.47%
7,081 $339,000
Q3 2021

Nov 08, 2021

BUY
$42.32 - $51.15 $235,087 - $284,138
5,555 New
5,555 $257,000

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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