Number of Shares
1.15 Mil
Current Holdings Value*
$80.64 Mil
% of Portfolio
3.1%
Total Estimate Gain
$42.96 Mil
% of Total Estimate Gain
59.42%

Large-Cap Core Portfolio's Wells Fargo & Co Holding Summary

As of 2024-12-31, Large-Cap Core Portfolio held 1.15 Mil shares of Wells Fargo & Co(WFC), totaling $80.64 Mil. This investment constitutes 3.1% of their stock portfolio, and Large-Cap Core Portfolio now holds 0.03% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2022Q2. And since then Large-Cap Core Portfolio has made 7 purchases of WFC, at an average price of $46.59, for a total of 1.55 Mil shares. In addition, there have been 3 sales at an average price of $51.36 for 403,610.00 shares. Based on historical transaction data and WFC's current price of $82.34, Large-Cap Core Portfolio's estimated gain on his WFC holdings is $42.96 Mil, reflecting a 59.42% gain to date.

Large-Cap Core Portfolio WFC ($82.34) Holding Chart

Large-Cap Core Portfolio WFC ($82.34) 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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