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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