Davis Balanced Fund WFC Holdings History
Davis Balanced Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, Davis Balanced Fund held 79,238.00 shares of Wells Fargo & Co(WFC), totaling $5.69 Mil. This investment constitutes 2.87% of their stock portfolio, and Davis Balanced Fund now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then Davis Balanced Fund has made 2 purchases of WFC, at an average price of $46.06, for a total of 245,548.00 shares. In addition, there have been 5 sales at an average price of $62.01 for 166,310.00 shares. Based on historical transaction data and WFC's current price of $82.55, Davis Balanced Fund's estimated gain on his WFC holdings is $5.54 Mil, reflecting a 49.01% gain to date.
Davis Balanced Fund WFC ($82.55) Holding Chart
Davis Balanced Fund WFC ($82.55) 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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