Dodge & Cox Balanced Fund WFC Holdings History
Dodge & Cox Balanced Fund's Wells Fargo & Co Holding Summary
As of 2025-03-31, DODGE & COX FUNDS held 3.32 Mil shares of Wells Fargo & Co(WFC), totaling $238.18 Mil. This investment constitutes 2.55% of their stock portfolio, and DODGE & COX FUNDS now holds 0.1% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then Dodge & Cox Balanced Fund has made 3 purchases of WFC, at an average price of $44.55, for a total of 10.16 Mil shares. In addition, there have been 11 sales at an average price of $53.59 for 6.85 Mil shares. Based on historical transaction data and WFC's current price of $83.60, Dodge & Cox Balanced Fund's estimated gain on his WFC holdings is $191.41 Mil, reflecting a 42.27% gain to date.
Dodge & Cox Balanced Fund WFC ($83.60) Holding Chart
Dodge & Cox Balanced Fund 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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