Artisan Value Income Fund WFC Holdings History
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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