PUFF WEALTH MANAGEMENT, LLC WFC Holdings History
Number of Shares
40,600.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
2.73%
Total Estimate Gain
$155.68
% of Total Estimate Gain
7.41%
PUFF WEALTH MANAGEMENT, LLC's Wells Fargo & Co Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 40,600.00 shares of Wells Fargo & Co(WFC), totaling $2.91 Mil. This investment constitutes 2.73% of their stock portfolio, and PUFF WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2025Q1. And since then PUFF WEALTH MANAGEMENT, LLC has made 1 purchases of WFC, at an average price of $75.08, for a total of 28.00 shares. Based on historical transaction data and WFC's current price of $80.64, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his WFC holdings is $155.68, reflecting a 7.41% gain to date.
PUFF WEALTH MANAGEMENT, LLC WFC ($80.64) Holding Chart
PUFF WEALTH MANAGEMENT, LLC WFC ($80.64) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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