STONEBRIDGE ADVISORS LLC WFCpL.PFD Holdings History
STONEBRIDGE ADVISORS LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, STONEBRIDGE ADVISORS LLC held 65,132.00 shares of Wells Fargo & Co(WFCpL.PFD), totaling $78.21 Mil. This investment constitutes 53.58% of their stock portfolio, and STONEBRIDGE ADVISORS LLC now holds -% of the outstanding Wells Fargo & Co(WFCpL.PFD) stock.
The initial trade took place in 2021Q4. And since then STONEBRIDGE ADVISORS LLC has made 6 purchases of WFCpL.PFD, at an average price of $1,347.84, for a total of 107,986.00 shares. In addition, there have been 7 sales at an average price of $1,224.51 for 42,854.00 shares. Based on historical transaction data and WFCpL.PFD's current price of $1159.00, STONEBRIDGE ADVISORS LLC's estimated gain on his WFCpL.PFD holdings is $-17.59 Mil, reflecting a -12.08% gain to date.
STONEBRIDGE ADVISORS LLC WFCpL.PFD ($1159.00) Holding Chart
STONEBRIDGE ADVISORS LLC WFCpL.PFD ($1159.00) 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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