Global Equity Trust WFC Holdings History
Number of Shares
121,618.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
3.11%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
14.12%
Global Equity Trust's Wells Fargo & Co Holding Summary
As of 2025-03-31, Global Equity Trust held 121,618.00 shares of Wells Fargo & Co(WFC), totaling $8.73 Mil. This investment constitutes 3.11% of their stock portfolio, and Global Equity Trust now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q3. And since then Global Equity Trust has made 4 purchases of WFC, at an average price of $51.03, for a total of 272,488.00 shares. In addition, there have been 8 sales at an average price of $38.64 for 150,870.00 shares. Based on historical transaction data and WFC's current price of $82.55, Global Equity Trust's estimated gain on his WFC holdings is $1.96 Mil, reflecting a 14.12% gain to date.
Global Equity Trust WFC ($82.55) Holding Chart
Global Equity Trust 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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