Round Hill Asset Management WFC Holdings History
Round Hill Asset Management's Wells Fargo & Co Holding Summary
As of 2025-03-31, Round Hill Asset Management held 28,997.00 shares of Wells Fargo & Co(WFC), totaling $2.08 Mil. This investment constitutes 1.5% of their stock portfolio, and Round Hill Asset Management now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2018Q2. And since then Round Hill Asset Management has made 7 purchases of WFC, at an average price of $44.39, for a total of 91,188.00 shares. In addition, there have been 16 sales at an average price of $49.41 for 62,191.00 shares. Based on historical transaction data and WFC's current price of $80.64, Round Hill Asset Management's estimated gain on his WFC holdings is $1.36 Mil, reflecting a 33.69% gain to date.
Round Hill Asset Management WFC ($80.64) Holding Chart
Round Hill Asset Management 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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