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Putney Financial Group’s Wells Fargo WFC Stock Holding History

Putney Financial Group’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$89.8K Sell
1,121
-250
-18% -$20K 0.09% 102
2025
Q1 		$98.4K Sell
1,371
-100
-7% -$7.18K 0.1% 87
2024
Q4 		$103K Buy
+1,471
New +$103K 0.09% 92