KARPAS STRATEGIES, LLC WFC Holdings History
KARPAS STRATEGIES, LLC's Wells Fargo & Co Holding Summary
As of 2024-06-30, KARPAS STRATEGIES, LLC held 62,605.00 shares of Wells Fargo & Co(WFC), totaling $3.72 Mil. This investment constitutes 1.17% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2014Q1. And since then KARPAS STRATEGIES, LLC has made 28 purchases of WFC, at an average price of $46.55, for a total of 94,555.00 shares. In addition, there have been 5 sales at an average price of $43.31 for 31,950.00 shares. Based on historical transaction data and WFC's current price of $79.71, KARPAS STRATEGIES, LLC's estimated gain on his WFC holdings is $1.97 Mil, reflecting a 44.81% gain to date.
KARPAS STRATEGIES, LLC WFC ($79.71) Holding Chart
KARPAS STRATEGIES, LLC WFC ($79.71) 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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