Davis Equity Portfolio WFC Holdings History
Davis Equity Portfolio's Wells Fargo & Co Holding Summary
As of 2025-03-31, Davis Equity Portfolio held 40,974.00 shares of Wells Fargo & Co(WFC), totaling $2.94 Mil. This investment constitutes 3.07% of their stock portfolio, and Davis Equity Portfolio now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then Davis Equity Portfolio has made 2 purchases of WFC, at an average price of $38.96, for a total of 379,474.00 shares. In addition, there have been 13 sales at an average price of $49.07 for 338,500.00 shares. Based on historical transaction data and WFC's current price of $83.60, Davis Equity Portfolio's estimated gain on his WFC holdings is $5.25 Mil, reflecting a 35.50% gain to date.
Davis Equity Portfolio WFC ($83.60) Holding Chart
Davis Equity Portfolio WFC ($83.60) 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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