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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