Belpointe Asset Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
229
+24
| +12% | +$28.2K | 0.01% | 788 |
|
|
2025
Q1 | $247K | Buy |
+205
| New | +$247K | 0.01% | 787 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$100K | – | 3363 |
|
|
2023
Q1 | $100K | Buy |
85
+4
| +5% | +$4.72K | 0.01% | 1304 |
|
|
2022
Q4 | $96.4K | Buy |
+81
| New | +$96.4K | 0.01% | 1263 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$108K | – | 989 |
|
|
2020
Q3 | $108K | Hold |
80
| – | – | 0.01% | 752 |
|
|
2020
Q2 | $104K | Hold |
80
| – | – | 0.01% | 717 |
|
|
2020
Q1 | $102K | Hold |
80
| – | – | 0.02% | 611 |
|
|
2019
Q4 | $116K | Buy |
80
+3
| +4% | +$4.35K | 0.01% | 730 |
|
|
2019
Q3 | $118K | Hold |
77
| – | – | 0.02% | 616 |
|
|
2019
Q2 | $105K | Buy |
+77
| New | +$105K | 0.02% | 591 |
|