LOUNTZIS ASSET MANAGEMENT, LLC WFC Holdings History
LOUNTZIS ASSET MANAGEMENT, LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 249,428.00 shares of Wells Fargo & Co(WFC), totaling $17.32 Mil. This investment constitutes 6.54% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2020Q2. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 5 purchases of WFC, at an average price of $28.58, for a total of 307,726.00 shares. In addition, there have been 14 sales at an average price of $39.49 for 58,298.00 shares. Based on historical transaction data and WFC's current price of $80.64, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his WFC holdings is $13.62 Mil, reflecting a 154.90% gain to date.
LOUNTZIS ASSET MANAGEMENT, LLC WFC ($80.64) Holding Chart
LOUNTZIS ASSET MANAGEMENT, 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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