Monte Financial Group, LLC WFC Holdings History
Monte Financial Group, LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, Monte Financial Group, LLC held 108,785.00 shares of Wells Fargo & Co(WFC), totaling $7.04 Mil. This investment constitutes 3.08% of their stock portfolio, and Monte Financial Group, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2019Q4. And since then Monte Financial Group, LLC has made 13 purchases of WFC, at an average price of $42.16, for a total of 167,278.00 shares. In addition, there have been 9 sales at an average price of $58.46 for 58,493.00 shares. Based on historical transaction data and WFC's current price of $79.50, Monte Financial Group, LLC's estimated gain on his WFC holdings is $5.02 Mil, reflecting a 71.11% gain to date.
Monte Financial Group, LLC WFC ($79.50) Holding Chart
Monte Financial Group, LLC 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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