Number of Shares
41,256.00
Current Holdings Value*
$3.23 Mil
% of Portfolio
3.76%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
44.70%

WAYCROSS FOCUSED CORE EQUITY FUND's Wells Fargo & Co Holding Summary

As of 2025-02-28, WAYCROSS FOCUSED CORE EQUITY FUND held 41,256.00 shares of Wells Fargo & Co(WFC), totaling $3.23 Mil. This investment constitutes 3.76% of their stock portfolio, and WAYCROSS FOCUSED CORE EQUITY FUND now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2022Q3. And since then WAYCROSS FOCUSED CORE EQUITY FUND has made 8 purchases of WFC, at an average price of $56.65, for a total of 41,865.00 shares. In addition, there have been 3 sales at an average price of $42.50 for 609.00 shares. Based on historical transaction data and WFC's current price of $82.55, WAYCROSS FOCUSED CORE EQUITY FUND's estimated gain on his WFC holdings is $1.06 Mil, reflecting a 44.70% gain to date.

WAYCROSS FOCUSED CORE EQUITY FUND WFC ($82.55) Holding Chart

WAYCROSS FOCUSED CORE EQUITY FUND WFC ($82.55) 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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