ELEVATE WEALTH ADVISORY, INC WFC Holdings History
ELEVATE WEALTH ADVISORY, INC's Wells Fargo & Co Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 14,957.00 shares of Wells Fargo & Co(WFC), totaling $1.07 Mil. This investment constitutes 0.76% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2025Q1. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of WFC, at an average price of $75.08, for a total of 14,957.00 shares. Based on historical transaction data and WFC's current price of $80.64, ELEVATE WEALTH ADVISORY, INC's estimated gain on his WFC holdings is $83,160.92, reflecting a 7.41% gain to date.
ELEVATE WEALTH ADVISORY, INC WFC ($80.64) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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