Ameritas Advisory Services’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
90
-95
| -51% | -$112K | 0.01% | 967 |
|
|
2025
Q1 | $221K | Sell |
185
-10
| -5% | -$12K | 0.01% | 792 |
|
|
2024
Q4 | $233K | Buy |
+195
| New | +$233K | 0.01% | 795 |
|
|
2024
Q3 | – | Sell |
-195
| Closed | -$232K | – | 949 |
|
|
2024
Q2 | $232K | Hold |
195
| – | – | 0.01% | 814 |
|
|
2024
Q1 | $231K | Hold |
195
| – | – | 0.01% | 789 |
|
|
2023
Q4 | $236K | Buy |
+195
| New | +$236K | 0.01% | 627 |
|
|
2023
Q2 | – | Sell |
-210
| Closed | -$247K | – | 2512 |
|
|
2023
Q1 | $247K | Sell |
210
-90
| -30% | -$106K | 0.01% | 703 |
|
|
2022
Q4 | $356K | Buy |
+300
| New | +$356K | 0.02% | 650 |
|
|
2022
Q3 | – | Sell |
-195
| Closed | -$237K | – | 813 |
|
|
2022
Q2 | $237K | Hold |
195
| – | – | 0.01% | 702 |
|
|
2022
Q1 | $258K | Buy |
+195
| New | +$258K | 0.01% | 715 |
|