Calvert Focused Value Fund WFC Holdings History
Calvert Focused Value Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 30,968.00 shares of Wells Fargo & Co(WFC), totaling $2.22 Mil. This investment constitutes 4% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q2. And since then Calvert Focused Value Fund has made 6 purchases of WFC, at an average price of $43.03, for a total of 61,893.00 shares. In addition, there have been 5 sales at an average price of $54.08 for 30,925.00 shares. Based on historical transaction data and WFC's current price of $80.64, Calvert Focused Value Fund's estimated gain on his WFC holdings is $1.51 Mil, reflecting a 56.56% gain to date.
Calvert Focused Value Fund WFC ($80.64) Holding Chart
Calvert Focused Value Fund WFC ($80.64) 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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