HOEY INVESTMENTS, INC WFC Holdings History

Number of Shares
143,958.00
Current Holdings Value*
$11.53 Mil
% of Portfolio
1.69%
Total Estimate Gain
$4.97 Mil
% of Total Estimate Gain
55.43%

HOEY INVESTMENTS, INC's Wells Fargo & Co Holding Summary

As of 2025-06-30, HOEY INVESTMENTS, INC held 143,958.00 shares of Wells Fargo & Co(WFC), totaling $11.53 Mil. This investment constitutes 1.69% of their stock portfolio, and HOEY INVESTMENTS, INC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q4. And since then HOEY INVESTMENTS, INC has made 11 purchases of WFC, at an average price of $48.79, for a total of 183,771.00 shares. In addition, there have been 6 sales at an average price of $58.44 for 39,813.00 shares. Based on historical transaction data and WFC's current price of $80.64, HOEY INVESTMENTS, INC's estimated gain on his WFC holdings is $4.97 Mil, reflecting a 55.43% gain to date.

HOEY INVESTMENTS, INC WFC ($80.64) Holding Chart

HOEY INVESTMENTS, 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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