F.L. Putnam Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.77M | Buy |
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|
2025
Q2 | $5.78M | Buy |
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|
2025
Q1 | $4.98M | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $990K | Buy |
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|
2019
Q3 | $253K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $291K | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q1 | $5.29M | Buy |
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|
2016
Q4 | $3.25M | Sell |
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|
2016
Q3 | $4.97M | Sell |
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|
2016
Q2 | $5.54M | Buy |
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|
2016
Q1 | $4.8M | Buy |
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|
2015
Q4 | $5.2M | Buy |
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|
2015
Q3 | $4.74M | Sell |
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|
2015
Q2 | $5.2M | Buy |
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|
2015
Q1 | $3.88M | Sell |
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|
2014
Q4 | $3.96M | Sell |
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|
2014
Q3 | $3.84M | Sell |
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|
2014
Q2 | $3.9M | Buy |
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|
2014
Q1 | $3.64M | Buy |
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|
2013
Q4 | $3.32M | Buy |
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|
2013
Q3 | $2.85M | Sell |
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|
2013
Q2 | $3.2M | Buy |
|