Brandywine Oak Private Wealth LLC WFC Holdings History
Brandywine Oak Private Wealth LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 10,937.00 shares of Wells Fargo & Co(WFC), totaling $785,190.00. This investment constitutes 0.08% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 4 purchases of WFC, at an average price of $55.70, for a total of 42,307.00 shares. In addition, there have been 4 sales at an average price of $44.54 for 31,370.00 shares. Based on historical transaction data and WFC's current price of $82.38, Brandywine Oak Private Wealth LLC's estimated gain on his WFC holdings is $-58,458.63, reflecting a -2.48% gain to date.
Brandywine Oak Private Wealth LLC WFC ($82.38) Holding Chart
Brandywine Oak Private Wealth LLC WFC ($82.38) 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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