Wells Fargo & Company shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 3.4k | 83.83 |
| 2025-06-30 | $269k | 3.4k | 80.13 |
| 2025-03-31 | $241k | 3.4k | 71.80 |
| 2024-12-31 | $226k | 3.2k | 70.25 |
| 2024-06-30 | $267k | 4.5k | 59.40 |
| 2020-12-31 | $223k | 7.4k | 30.18 |
| 2019-12-31 | $280k | 5.2k | 53.76 |
| 2019-09-30 | $262k | 5.2k | 50.50 |
| 2019-06-30 | $244k | 5.2k | 47.23 |
| 2019-03-31 | $250k | 5.2k | 48.39 |
| 2018-12-31 | $273k | 5.9k | 46.15 |
More positions owned by Summit Wealth & Retirement Planning
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