Harry Burn
Sound Shore Management
Harry Burn Wells Fargo & Company stake
total: 197
Sound Shore Management WFC trades
- Total transactions:
- 23
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 17
- Held since:
- 2021 Q2
- Held for:
- 21 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Harry Burn holds 890,946 Wells Fargo & Company (WFC) shares with a market value of roughly $73.63M accounting for 2.27% of the overall portfolio. To date, the estimated cost basis is nearly $46.2 for "buy" trades and estimated average "sell" price is $60.32. Sound Shore Management first purchased WFC in 2020 Q1, initially acquiring about 1.53M shares. Harry Burn later completely sold out the position and invested in Wells Fargo & Company again in 2021 Q2. Since the initial investment in Wells Fargo & Company (WFC), Sound Shore Management has made 22 more transactions.
When did Harry Burn buy Wells Fargo & Company (WFC)?
Harry Burn first invested in Wells Fargo & Company (WFC) in 2020 Q1 at the reported quarter-end price of $28.70 per share.
What's the cost basis of Sound Shore Management's WFC stake?
The estimated cost basis for Wells Fargo & Company (WFC) stake is around $46.20 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $46.20
- Weighted AVG sell price:
- $60.32
Harry Burn's historical trades in Wells Fargo & Company
23 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.27%
|
890,946
|
$82.64
|
$73,627,777
|
-1.27% (-11,484)
|
-0.03%
|
|
2026 Q1
|
2.41%
|
902,430
|
$79.61
|
$71,842,452
|
-1.92% (-17,625)
|
-0.04%
|
|
2025 Q4
|
2.73%
|
920,055
|
$93.20
|
$85,749,126
|
-0.61% (-5,612)
|
-0.02%
|
|
2025 Q3
|
2.56%
|
925,667
|
$83.82
|
$77,589,408
|
-14.22% (-153,469)
|
-0.44%
|
|
2025 Q2
|
2.95%
|
1,079,136
|
$80.12
|
$86,460,376
|
-13.56% (-169,250)
|
-0.48%
|
|
2025 Q1
|
3.14%
|
1,248,386
|
$71.79
|
$89,621,631
|
-19.62% (-304,713)
|
-0.72%
|
|
2024 Q4
|
3.60%
|
1,553,099
|
$70.24
|
$109,089,674
|
-12.38% (-219,396)
|
-0.5%
|
|
2024 Q3
|
3.26%
|
1,772,495
|
$56.49
|
$100,128,242
|
+12.64% (+198,930)
|
+0.37%
|
|
2024 Q2
|
3.12%
|
1,573,565
|
$59.39
|
$93,454,026
|
-26.54% (-568,461)
|
-1.06%
|
|
2024 Q1
|
3.88%
|
2,142,026
|
$57.96
|
$124,151,827
|
-5.17% (-116,816)
|
-0.23%
|
|
2023 Q4
|
3.86%
|
$49.22
|
-1.95% (-44,904)
|
|||
|
2023 Q3
|
3.60%
|
$40.86
|
-0.40% (-9,354)
|
|||
|
2023 Q2
|
3.64%
|
$42.68
|
-2.78% (-66,077)
|
|||
|
2023 Q1
|
3.35%
|
$37.38
|
-4.87% (-121,842)
|
|||
|
2022 Q4
|
3.88%
|
$41.29
|
-4.59% (-120,206)
|
|||
|
2022 Q3
|
4.27%
|
$40.22
|
+1.72% (+44,384)
|
|||
|
2022 Q2
|
3.70%
|
$39.17
|
-1.98% (-52,075)
|
|||
|
2022 Q1
|
3.70%
|
$48.46
|
-11.02% (-325,555)
|
|||
|
2021 Q4
|
3.93%
|
$47.98
|
-1.92% (-57,782)
|
|||
|
2021 Q3
|
3.95%
|
$46.41
|
+39.97% (+860,134)
|
|||
|
2021 Q2
|
2.71%
|
$45.29
|
new
|
|||
|
2020 Q2
|
0.00%
|
$28.70
|
-100% (-1,526,032)
|
|||
|
2020 Q1
|
1.53%
|
$28.70
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.