A detailed history of Summit Global Investments transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Global Investments holds 5,825 shares of WFC stock, worth $345,946. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,825
Previous 6,036 3.5%
Holding current value
$345,946
Previous $297,000 13.8%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$46.44 - $57.96 $9,798 - $12,229
-211 Reduced 3.5%
5,825 $338,000
Q4 2023

Feb 06, 2024

BUY
$38.67 - $50.51 $10,943 - $14,294
283 Added 4.92%
6,036 $297,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $13,867 - $16,165
343 Added 6.34%
5,753 $235,000
Q4 2022

Jan 31, 2023

SELL
$40.23 - $47.95 $2,896 - $3,452
-72 Reduced 1.31%
5,410 $223,000
Q2 2022

Aug 23, 2022

BUY
$37.43 - $49.33 $37 - $49
1 Added 0.02%
5,482 $215,000
Q4 2021

Feb 14, 2022

BUY
$45.31 - $52.0 $3,217 - $3,692
71 Added 1.31%
5,481 $263,000
Q3 2021

Nov 08, 2021

BUY
$42.32 - $51.15 $1,862 - $2,250
44 Added 0.82%
5,410 $251,000
Q2 2021

Jan 28, 2022

SELL
$39.48 - $47.9 $3,947 - $4,790
-100 Reduced 1.83%
5,366 $243,000
Q1 2021

Jan 27, 2022

BUY
$29.7 - $40.81 $162,340 - $223,067
5,466 New
5,466 $214,000

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 $225B
  • 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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