WFC
Wells Fargo & Company
Wells Fargo & Company historical holders
total: 40
Punch Card Management Wells Fargo & Company transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2018 Q2
- Held for:
- 3 quarters
- Latest activity:
- 2019 Q1
Norbert Lou has been an institutional investor in Wells Fargo & Company (WFC) since 2018 Q2. According to 2026 Q2 report, Norbert Lou doesn't hold any shares. The fund/company first acquired WFC in 2018 Q2, initially purchasing 38 shares. Since the initial investment, Punch Card Management has made 2 more transactions in this position.
When did Norbert Lou exit their WFC position?
Norbert Lou no longer holds Wells Fargo & Company (WFC). They sold off their entire position in 2019 Q1, closing out an investment that began in 2018 Q2.
When did Norbert Lou first invest in WFC?
Norbert Lou first invested in Wells Fargo & Company (WFC) in 2018 Q2 at the reported quarter-end price of $52.63 per share, acquiring 38 shares in their initial purchase.
What is Norbert Lou's average cost basis for WFC?
Based on historical transaction data, Norbert Lou's estimated cost basis for Wells Fargo & Company (WFC) is approximately $46.08 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $46.08
- Weighted AVG sell price:
- $46.08
WFC transactions history by Punch Card Management
* 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.