Aristotle Capital Management’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 | $763K | Hold |
650
| – | – | ﹤0.01% | 166 |
|
|
2025
Q1 | $781K | Hold |
650
| – | – | ﹤0.01% | 159 |
|
|
2024
Q4 | $776K | Sell |
650
-71
| -10% | -$84.8K | ﹤0.01% | 165 |
|
|
2024
Q3 | $924K | Hold |
721
| – | – | ﹤0.01% | 162 |
|
|
2024
Q2 | $857K | Hold |
721
| – | – | ﹤0.01% | 158 |
|
|
2024
Q1 | $879K | Buy |
+721
| New | +$879K | ﹤0.01% | 159 |
|