Steward Large Cap Value Fund WFC Holdings History
Steward Large Cap Value Fund's Wells Fargo & Co Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 21,300.00 shares of Wells Fargo & Co(WFC), totaling $1.51 Mil. This investment constitutes 1.84% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Value Fund has made 4 purchases of WFC, at an average price of $58.40, for a total of 31,700.00 shares. In addition, there have been 1 sales at an average price of $42.00 for 10,400.00 shares. Based on historical transaction data and WFC's current price of $77.94, Steward Large Cap Value Fund's estimated gain on his WFC holdings is $245,487.00, reflecting a 13.26% gain to date.
Steward Large Cap Value Fund WFC ($77.94) Holding Chart
Steward Large Cap Value Fund WFC ($77.94) 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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