WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Summit Asset Management, LLC's Holding History (CIK: 0001509974)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,755 Value ($000) $723 Avg Close $86.63 Range $77.21 - $95.85
Q3 2025
Shares 7,695 Value ($000) $645 Avg Close $80.47 Range $75.32 - $86.21
Q2 2025
Shares 7,695 Value ($000) $617 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 7,150 Value ($000) $513 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 7,150 Value ($000) $502 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 7,150 Value ($000) $404 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 7,150 Value ($000) $425 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 6,800 Value ($000) $394 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 6,800 Value ($000) $335 Avg Close $41.03 Range $36.28 - $48.41
Q3 2023
Shares 8,320 Value ($000) $340 Avg Close $40.69 Range $38.09 - $44.30
Q2 2023
Shares 8,320 Value ($000) $355 Avg Close $37.64 Range $33.75 - $40.64
Q1 2023
Shares 8,320 Value ($000) $311 Avg Close $40.47 Range $32.80 - $45.45
Q4 2022
Shares 8,320 Value ($000) $344 Avg Close $40.83 Range $36.52 - $44.71
Q3 2022
Shares 11,850 Value ($000) $477 Avg Close $39.37 Range $34.15 - $42.55
Q2 2022
Shares 11,850 Value ($000) $464 Avg Close $39.95 Range $33.34 - $45.54
Q1 2022
Shares 11,850 Value ($000) $574 Avg Close $48.49 Range $41.53 - $54.72
Q4 2021
Shares 11,850 Value ($000) $569 Avg Close $44.41 Range $40.34 - $47.31
Q3 2021
Shares 12,004 Value ($000) $557 Avg Close $41.59 Range $37.61 - $46.26
Q2 2021
Shares 11,715 Value ($000) $531 Avg Close $39.98 Range $34.80 - $43.12
Q1 2021
Shares 13,468 Value ($000) $526 Avg Close $31.62 Range $26.20 - $37.14
Q4 2020
Shares 13,467 Value ($000) $406 Avg Close $23.04 Range $18.42 - $27.17
Q3 2020
Shares 15,334 Value ($000) $360 Avg Close $21.83 Range $20.01 - $23.72
Q2 2020
Shares 13,442 Value ($000) $344 Avg Close $23.98 Range $19.44 - $29.94
Q1 2020
Shares 13,291 Value ($000) $381 Avg Close $36.64 Range $21.74 - $46.30
Q4 2019
Shares 13,040 Value ($000) $702 Avg Close $44.70 Range $40.16 - $46.91
Q3 2019
Shares 13,040 Value ($000) $658 Avg Close $39.79 Range $36.78 - $43.63
Q2 2019
Shares 12,728 Value ($000) $602 Avg Close $39.08 Range $37.09 - $41.29
Q1 2019
Shares 12,774 Value ($000) $617 Avg Close $40.76 Range $37.40 - $43.57
Q4 2018
Shares 11,089 Value ($000) $511 Avg Close $42.03 Range $35.44 - $45.34
Q3 2018
Shares 11,519 Value ($000) $605 Avg Close $46.51 Range $42.82 - $48.64
Q2 2018
Shares 11,519 Value ($000) $639 Avg Close $43.34 Range $40.46 - $46.33
Q1 2018
Shares 11,519 Value ($000) $604 Avg Close $47.72 Range $40.81 - $53.21
Q4 2017
Shares 11,743 Value ($000) $712 Avg Close $45.09 Range $42.00 - $49.81
Q3 2017
Shares 11,743 Value ($000) $648 Avg Close $42.14 Range $39.16 - $44.54
Q2 2017
Shares 11,671 Value ($000) $647 Avg Close $42.18 Range $40.11 - $44.66
Q1 2017
Shares 12,171 Value ($000) $677 Avg Close $44.36 Range $41.51 - $47.01
Q4 2016
Shares 12,171 Value ($000) $671 Avg Close $39.03 Range $33.61 - $45.16
Q3 2016
Shares 12,279 Value ($000) $544 Avg Close $36.83 Range $34.04 - $39.36
Q2 2016
Shares 11,962 Value ($000) $566 Avg Close $37.23 Range $34.07 - $39.20
Q1 2016
Shares 10,418 Value ($000) $504 Avg Close $37.11 Range $33.81 - $40.17
Q4 2015
Shares 10,193 Value ($000) $554 Avg Close $40.84 Range $37.08 - $42.48
Q3 2015
Shares 10,193 Value ($000) $523 Avg Close $41.08 Range $35.76 - $43.73
Q2 2015
Shares 10,093 Value ($000) $568 Avg Close $41.38 Range $39.58 - $43.35
Q1 2015
Shares 9,793 Value ($000) $533 Avg Close $39.85 Range $37.02 - $41.60
Q4 2014
Shares 9,454 Value ($000) $518 Avg Close $38.77 Range $33.87 - $41.08
Q3 2014
Shares 9,379 Value ($000) $486 Avg Close $37.41 Range $36.08 - $39.24
Q2 2014
Shares 8,279 Value ($000) $435 Avg Close $36.31 Range $33.60 - $38.42
Q1 2014
Shares 8,279 Value ($000) $412 Avg Close $33.41 Range $31.59 - $35.93
Q4 2013
Shares 7,429 Value ($000) $337 Avg Close $30.76 Range $28.42 - $32.60
Q3 2013
Shares 7,429 Value ($000) $307 Avg Close $30.19 Range $28.73 - $31.55
Q2 2013
Shares 7,429 Value ($000) $307 Avg Close $27.36 Range $25.29 - $29.40