Summitry LLC WELLS FARGO CO NEW Transaction History

Summitry LLC

  • $2.06 Billion
  • Q2 2025
Number of Shares
2,022
Previous 2,048 1.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-26 Reduced 1.27%
2,022 $0
Q1 2025

May 13, 2025
SELL
N/A
-8 Reduced 0.39%
2,048 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-49 Reduced 2.33%
2,056 $0
Q3 2024

Nov 07, 2024
SELL
N/A
-88 Reduced 4.01%
2,105 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-146 Reduced 6.24%
2,193 $0
Q1 2024

May 06, 2024
SELL
N/A
-14 Reduced 0.59%
2,339 $0
Q4 2023

Feb 07, 2024
SELL
N/A
-24 Reduced 1.01%
2,353 $0
Q3 2023

Nov 03, 2023
SELL
N/A
-46 Reduced 1.9%
2,377 $0
Q2 2023

Aug 07, 2023
SELL
N/A
-20 Reduced 0.82%
2,423 $0
Q1 2023

May 11, 2023
SELL
N/A
-60 Reduced 2.4%
2,443 $0
Q4 2022

Feb 09, 2023
SELL
N/A
-53 Reduced 2.07%
2,503 $0
Q3 2022

Nov 09, 2022
SELL
N/A
-223 Reduced 8.02%
2,556 $3.08 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-415 Reduced 12.99%
2,779 $3.38 Million
Q1 2022

May 09, 2022
SELL
N/A
-80 Reduced 2.44%
3,194 $4.23 Million
Q4 2021

Feb 10, 2022
BUY
N/A
3,274 New
3,274 $4.88 Million
Q4 2020

Feb 05, 2021
SELL
N/A
-2,855 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
N/A
68 Added 2.44%
2,855 $3.83 Million
Q2 2020

Aug 07, 2020
BUY
N/A
180 Added 6.9%
2,787 $3.62 Million
Q1 2020

May 08, 2020
BUY
N/A
226 Added 9.49%
2,607 $3.32 Million
Q4 2019

Feb 07, 2020
BUY
N/A
135 Added 6.01%
2,381 $3.45 Million
Q3 2019

Nov 05, 2019
BUY
N/A
116 Added 5.45%
2,246 $3.42 Million
Q2 2019

Aug 13, 2019
BUY
N/A
118 Added 5.86%
2,130 $2.91 Million
Q1 2019

May 13, 2019
BUY
N/A
2,012 New
2,012 $2.6 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-1,603 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
69 Added 4.5%
1,603 $2.07 Million
Q2 2018

Aug 09, 2018
BUY
N/A
124 Added 8.79%
1,534 $1.93 Million
Q1 2018

May 10, 2018
BUY
N/A
120 Added 9.3%
1,410 $1.82 Million
Q4 2017

Feb 12, 2018
BUY
N/A
106 Added 8.95%
1,290 $1.69 Million
Q3 2017

Nov 02, 2017
BUY
N/A
1,184
1,184 $1.56 Million
Track This Portfolio

Track Summitry LLC Portfolio

Follow Summitry LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summitry LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summitry LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email