Number of Shares
45,300.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
2.08%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
48.24%

M Large Cap Value Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, M FUND INC held 45,300.00 shares of Wells Fargo & Co(WFC), totaling $3.25 Mil. This investment constitutes 2.08% of their stock portfolio, and M FUND INC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2024Q1. And since then M Large Cap Value Fund has made 3 purchases of WFC, at an average price of $53.43, for a total of 47,000.00 shares. In addition, there have been 2 sales at an average price of $71.20 for 1,700.00 shares. Based on historical transaction data and WFC's current price of $79.50, M Large Cap Value Fund's estimated gain on his WFC holdings is $1.21 Mil, reflecting a 48.24% gain to date.

M Large Cap Value Fund WFC ($79.50) Holding Chart

M Large Cap Value Fund WFC ($79.50) 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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