Wells Fargo & Company shares owned by Summit Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $404k | 7.2k | 56.49 |
| 2024-06-30 | $425k | 7.2k | 59.39 |
| 2024-03-31 | $394k | 6.8k | 57.96 |
| 2023-12-31 | $335k | 6.8k | 49.22 |
| 2023-09-30 | $340k | 8.3k | 40.86 |
| 2023-06-30 | $355k | 8.3k | 42.68 |
| 2023-03-31 | $311k | 8.3k | 37.38 |
| 2022-12-31 | $344k | 8.3k | 41.29 |
| 2022-09-30 | $477k | 12k | 40.25 |
| 2022-06-30 | $464k | 12k | 39.16 |
| 2022-03-31 | $574k | 12k | 48.44 |
| 2021-12-31 | $569k | 12k | 48.02 |
| 2021-09-30 | $557k | 12k | 46.40 |
| 2021-06-30 | $531k | 12k | 45.33 |
| 2021-03-31 | $526k | 14k | 39.06 |
| 2020-12-31 | $406k | 14k | 30.15 |
| 2020-09-30 | $360k | 15k | 23.48 |
| 2020-06-30 | $344k | 13k | 25.59 |
| 2020-03-31 | $381k | 13k | 28.67 |
| 2019-12-31 | $702k | 13k | 53.83 |
| 2019-09-30 | $658k | 13k | 50.46 |
| 2019-06-30 | $602k | 13k | 47.30 |
| 2019-03-31 | $617k | 13k | 48.30 |
| 2018-12-31 | $511k | 11k | 46.08 |
| 2018-09-30 | $605k | 12k | 52.52 |
| 2018-06-30 | $639k | 12k | 55.47 |
| 2018-03-31 | $604k | 12k | 52.44 |
| 2017-12-31 | $712k | 12k | 60.63 |
| 2017-09-30 | $648k | 12k | 55.18 |
| 2017-06-30 | $647k | 12k | 55.44 |
| 2017-03-31 | $677k | 12k | 55.62 |
| 2016-12-31 | $671k | 12k | 55.13 |
| 2016-09-30 | $544k | 12k | 44.30 |
| 2016-06-30 | $566k | 12k | 47.32 |
| 2016-03-31 | $504k | 10k | 48.38 |
| 2015-12-31 | $554k | 10k | 54.35 |
| 2015-09-30 | $523k | 10k | 51.31 |
| 2015-06-30 | $568k | 10k | 56.28 |
| 2015-03-31 | $533k | 9.8k | 54.43 |
| 2014-12-31 | $518k | 9.5k | 54.79 |
| 2014-09-30 | $486k | 9.4k | 51.82 |
| 2014-06-30 | $435k | 8.3k | 52.54 |
| 2014-03-31 | $412k | 8.3k | 49.76 |
| 2013-12-31 | $337k | 7.4k | 45.36 |
| 2013-09-30 | $307k | 7.4k | 41.32 |
| 2013-06-30 | $307k | 7.4k | 41.32 |
| 2012-09-30 | $201k | 5.8k | 34.48 |
| 2012-03-31 | $318k | 9.3k | 34.09 |
| 2011-12-31 | $257k | 9.3k | 27.55 |
| 2011-09-30 | $223k | 9.2k | 24.16 |
| 2011-06-30 | $263k | 9.4k | 28.01 |