Activest Wealth Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.22K Hold
7
﹤0.01% 466
2025
Q1
$8.41K Hold
7
﹤0.01% 430
2024
Q4
$8.36K Hold
7
﹤0.01% 336
2024
Q3
$8.98K Hold
7
﹤0.01% 330
2024
Q2
$8.32K Hold
7
﹤0.01% 313
2024
Q1
$8.54K Hold
7
﹤0.01% 226
2023
Q4
$8.37K Hold
7
﹤0.01% 205
2023
Q3
$7.81K Buy
+7
New +$7.81K ﹤0.01% 193