SwitchPoint Financial Planning, LLC WFC Holdings History
SwitchPoint Financial Planning, LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 6,196.00 shares of Wells Fargo & Co(WFC), totaling $444,810.00. This investment constitutes 0.42% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2025Q1. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of WFC, at an average price of $75.08, for a total of 6,196.00 shares. Based on historical transaction data and WFC's current price of $80.64, SwitchPoint Financial Planning, LLC's estimated gain on his WFC holdings is $34,449.76, reflecting a 7.41% gain to date.
SwitchPoint Financial Planning, LLC WFC ($80.64) Holding Chart
SwitchPoint Financial Planning, LLC 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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