InvesTrust WFC Holdings History

Number of Shares
42,372.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
1.31%
Total Estimate Gain
$865,452.06
% of Total Estimate Gain
10.82%

InvesTrust's Wells Fargo & Co Holding Summary

As of 2025-06-30, InvesTrust held 42,372.00 shares of Wells Fargo & Co(WFC), totaling $3.39 Mil. This investment constitutes 1.31% of their stock portfolio, and InvesTrust now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $72.53 for 74,421.00 shares. Based on historical transaction data and WFC's current price of $81.79, InvesTrust's estimated gain on his WFC holdings is $865,452.06, reflecting a 10.82% gain to date.

InvesTrust WFC ($81.79) Holding Chart

InvesTrust WFC ($81.79) 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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