F.L. Putnam Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
72,171
+2,839
| +4% | +$227K | 0.1% | 154 |
|
|
2025
Q1 | $4.98M | Buy |
69,332
+62,406
| +901% | +$4.48M | 0.09% | 156 |
|
|
2024
Q4 | $486K | Buy |
6,926
+966
| +16% | +$67.9K | 0.01% | 424 |
|
|
2024
Q3 | $337K | Sell |
5,960
-475
| -7% | -$26.8K | 0.01% | 487 |
|
|
2024
Q2 | $382K | Buy |
6,435
+613
| +11% | +$36.4K | 0.01% | 457 |
|
|
2024
Q1 | $337K | Buy |
5,822
+116
| +2% | +$6.72K | 0.01% | 402 |
|
|
2023
Q4 | $281K | Sell |
5,706
-2,007
| -26% | -$98.8K | 0.01% | 422 |
|
|
2023
Q3 | $315K | Buy |
7,713
+2,185
| +40% | +$89.3K | 0.01% | 403 |
|
|
2023
Q2 | $236K | Sell |
5,528
-1,237
| -18% | -$52.8K | 0.01% | 440 |
|
|
2023
Q1 | $253K | Buy |
+6,765
| New | +$253K | 0.01% | 386 |
|
|
2021
Q2 | – | Sell |
-13,800
| Closed | -$539K | – | 418 |
|
|
2021
Q1 | $539K | Sell |
13,800
-500
| -3% | -$19.5K | 0.02% | 242 |
|
|
2020
Q4 | $432K | Hold |
14,300
| – | – | 0.02% | 241 |
|
|
2020
Q3 | $336K | Sell |
14,300
-127
| -0.9% | -$2.98K | 0.02% | 237 |
|
|
2020
Q2 | $369K | Sell |
14,427
-560
| -4% | -$14.3K | 0.02% | 232 |
|
|
2020
Q1 | $430K | Sell |
14,987
-3,414
| -19% | -$98K | 0.03% | 205 |
|
|
2019
Q4 | $990K | Buy |
18,401
+13,379
| +266% | +$720K | 0.06% | 174 |
|
|
2019
Q3 | $253K | Buy |
+5,022
| New | +$253K | 0.02% | 260 |
|
|
2018
Q4 | – | Sell |
-4,932
| Closed | -$259K | – | 231 |
|
|
2018
Q3 | $259K | Buy |
4,932
+403
| +9% | +$21.2K | 0.02% | 198 |
|
|
2018
Q2 | $251K | Sell |
4,529
-1,022
| -18% | -$56.6K | 0.02% | 196 |
|
|
2018
Q1 | $291K | Buy |
5,551
+229
| +4% | +$12K | 0.03% | 207 |
|
|
2017
Q4 | $323K | Buy |
5,322
+89
| +2% | +$5.4K | 0.03% | 190 |
|
|
2017
Q3 | $289K | Buy |
+5,233
| New | +$289K | 0.03% | 195 |
|
|
2017
Q1 | $5.29M | Buy |
95,070
+36,024
| +61% | +$2.01M | 0.55% | 60 |
|
|
2016
Q4 | $3.25M | Sell |
59,046
-53,163
| -47% | -$2.93M | 0.37% | 71 |
|
|
2016
Q3 | $4.97M | Sell |
112,209
-4,811
| -4% | -$213K | 0.57% | 58 |
|
|
2016
Q2 | $5.54M | Buy |
117,020
+17,809
| +18% | +$843K | 0.66% | 51 |
|
|
2016
Q1 | $4.8M | Buy |
99,211
+3,622
| +4% | +$175K | 0.57% | 56 |
|
|
2015
Q4 | $5.2M | Buy |
95,589
+3,229
| +3% | +$176K | 0.61% | 59 |
|
|
2015
Q3 | $4.74M | Sell |
92,360
-153
| -0.2% | -$7.86K | 0.59% | 56 |
|
|
2015
Q2 | $5.2M | Buy |
92,513
+21,182
| +30% | +$1.19M | 0.58% | 58 |
|
|
2015
Q1 | $3.88M | Sell |
71,331
-876
| -1% | -$47.6K | 0.43% | 66 |
|
|
2014
Q4 | $3.96M | Sell |
72,207
-1,908
| -3% | -$105K | 0.46% | 64 |
|
|
2014
Q3 | $3.84M | Sell |
74,115
-27
| -0% | -$1.4K | 0.45% | 69 |
|
|
2014
Q2 | $3.9M | Buy |
74,142
+921
| +1% | +$48.4K | 0.45% | 74 |
|
|
2014
Q1 | $3.64M | Buy |
73,221
+58
| +0.1% | +$2.89K | 0.43% | 72 |
|
|
2013
Q4 | $3.32M | Buy |
73,163
+4,089
| +6% | +$186K | 0.4% | 78 |
|
|
2013
Q3 | $2.85M | Sell |
69,074
-8,413
| -11% | -$348K | 0.38% | 84 |
|
|
2013
Q2 | $3.2M | Buy |
+77,487
| New | +$3.2M | 0.46% | 78 |
|