Number of Shares
5,069.00
Current Holdings Value*
$363,900.00
% of Portfolio
2.51%
Total Estimate Gain
$74,248.80
% of Total Estimate Gain
21.24%

Artisan Value Income Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, Artisan Value Income Fund held 5,069.00 shares of Wells Fargo & Co(WFC), totaling $363,900.00. This investment constitutes 2.51% of their stock portfolio, and Artisan Value Income Fund now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2024Q4. And since then Artisan Value Income Fund has made 2 purchases of WFC, at an average price of $68.98, for a total of 5,069.00 shares. Based on historical transaction data and WFC's current price of $83.63, Artisan Value Income Fund's estimated gain on his WFC holdings is $74,248.80, reflecting a 21.24% gain to date.

Artisan Value Income Fund WFC ($83.63) Holding Chart

Artisan Value Income Fund WFC ($83.63) 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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