Wells Fargo & Company shares owned by Summit Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 18k | 57.96 |
| 2023-12-31 | $868k | 18k | 49.22 |
| 2023-09-30 | $721k | 18k | 40.86 |
| 2023-06-30 | $763k | 18k | 42.68 |
| 2023-03-31 | $669k | 18k | 37.38 |
| 2022-12-31 | $738k | 18k | 41.25 |
| 2022-09-30 | $709k | 18k | 40.20 |
| 2022-06-30 | $691k | 18k | 39.16 |
| 2022-03-31 | $863k | 18k | 48.51 |
| 2021-12-31 | $854k | 18k | 48.00 |
| 2021-09-30 | $827k | 18k | 46.47 |
| 2021-06-30 | $805k | 18k | 45.28 |
| 2021-03-31 | $230k | 5.9k | 39.01 |
| 2020-12-31 | $231k | 7.7k | 30.17 |
| 2020-06-30 | $299k | 12k | 25.61 |
| 2020-03-31 | $335k | 12k | 28.69 |
| 2019-12-31 | $647k | 12k | 53.84 |
| 2019-09-30 | $628k | 12k | 50.46 |
| 2019-06-30 | $649k | 14k | 47.31 |
| 2019-03-31 | $771k | 16k | 48.35 |
| 2018-12-31 | $735k | 16k | 46.09 |
| 2018-09-30 | $843k | 16k | 52.53 |
| 2018-06-30 | $890k | 16k | 55.46 |
| 2018-03-31 | $841k | 16k | 52.41 |
| 2017-12-31 | $907k | 15k | 60.68 |
| 2017-09-30 | $845k | 15k | 55.17 |
| 2017-06-30 | $861k | 16k | 55.38 |