Number of Shares
218,191.00
Current Holdings Value*
$15.66 Mil
% of Portfolio
3.93%
Total Estimate Gain
$17.42 Mil
% of Total Estimate Gain
17.08%

ALPINE WOODS CAPITAL INVESTORS, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, ALPINE WOODS CAPITAL INVESTORS, LLC held 218,191.00 shares of Wells Fargo & Co(WFC), totaling $15.66 Mil. This investment constitutes 3.93% of their stock portfolio, and ALPINE WOODS CAPITAL INVESTORS, LLC now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2014Q1. And since then ALPINE WOODS CAPITAL INVESTORS, LLC has made 1 purchases of WFC, at an average price of $46.80, for a total of 2.18 Mil shares. In addition, there have been 26 sales at an average price of $51.64 for 1.96 Mil shares. Based on historical transaction data and WFC's current price of $83.15, ALPINE WOODS CAPITAL INVESTORS, LLC's estimated gain on his WFC holdings is $17.42 Mil, reflecting a 17.08% gain to date.

ALPINE WOODS CAPITAL INVESTORS, LLC WFC ($83.15) Holding Chart

ALPINE WOODS CAPITAL INVESTORS, LLC WFC ($83.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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