WP Large Cap Income Plus Fund WFC Holdings History
Number of Shares
38,400.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
12.47%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
52.69%
WP Large Cap Income Plus Fund's Wells Fargo & Co Holding Summary
As of 2025-02-28, WP Trust held 38,400.00 shares of Wells Fargo & Co(WFC), totaling $3.01 Mil. This investment constitutes 12.47% of their stock portfolio, and WP Trust now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q1. In addition, there have been 2 sales at an average price of $67.25 for 5,200.00 shares. Based on historical transaction data and WFC's current price of $82.55, WP Large Cap Income Plus Fund's estimated gain on his WFC holdings is $1.21 Mil, reflecting a 52.69% gain to date.
WP Large Cap Income Plus Fund WFC ($82.55) Holding Chart
WP Large Cap Income Plus 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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