Number of Shares
81,054.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
4.12%
Total Estimate Gain
$4.69 Mil
% of Total Estimate Gain
183.38%

WOODWARD DIVERSIFIED CAPITAL, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, WOODWARD DIVERSIFIED CAPITAL, LLC held 81,054.00 shares of Wells Fargo & Co(WFC), totaling $5.82 Mil. This investment constitutes 4.12% of their stock portfolio, and WOODWARD DIVERSIFIED CAPITAL, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2020Q4. And since then WOODWARD DIVERSIFIED CAPITAL, LLC has made 2 purchases of WFC, at an average price of $26.17, for a total of 97,658.00 shares. In addition, there have been 10 sales at an average price of $48.11 for 16,604.00 shares. Based on historical transaction data and WFC's current price of $79.50, WOODWARD DIVERSIFIED CAPITAL, LLC's estimated gain on his WFC holdings is $4.69 Mil, reflecting a 183.38% gain to date.

WOODWARD DIVERSIFIED CAPITAL, LLC WFC ($79.50) Holding Chart

WOODWARD DIVERSIFIED CAPITAL, LLC WFC ($79.50) 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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