Number of Shares
4,918.00
Current Holdings Value*
$353,000.00
% of Portfolio
0.03%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
28.63%

Koss-Olinger Consulting, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, Koss-Olinger Consulting, LLC held 4,918.00 shares of Wells Fargo & Co(WFC), totaling $353,000.00. This investment constitutes 0.03% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 8 purchases of WFC, at an average price of $46.58, for a total of 98,626.00 shares. In addition, there have been 8 sales at an average price of $58.83 for 93,708.00 shares. Based on historical transaction data and WFC's current price of $80.64, Koss-Olinger Consulting, LLC's estimated gain on his WFC holdings is $1.32 Mil, reflecting a 28.63% gain to date.

Koss-Olinger Consulting, LLC WFC ($80.64) Holding Chart

Koss-Olinger Consulting, LLC 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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