Number of Shares
6,193.00
Current Holdings Value*
$444,600.00
% of Portfolio
0.13%
Total Estimate Gain
$499,634.21
% of Total Estimate Gain
7.60%

B.O.S.S. Retirement Advisors, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 6,193.00 shares of Wells Fargo & Co(WFC), totaling $444,600.00. This investment constitutes 0.13% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 3 purchases of WFC, at an average price of $52.34, for a total of 125,626.00 shares. In addition, there have been 5 sales at an average price of $55.09 for 119,433.00 shares. Based on historical transaction data and WFC's current price of $79.91, B.O.S.S. Retirement Advisors, LLC's estimated gain on his WFC holdings is $499,634.21, reflecting a 7.60% gain to date.

B.O.S.S. Retirement Advisors, LLC WFC ($79.91) Holding Chart

B.O.S.S. Retirement Advisors, LLC WFC ($79.91) 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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