Benson Investment Management Company’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 | $1.1M | Buy |
940
+505
| +116% | +$593K | 0.42% | 47 |
|
|
2025
Q1 | $522K | Buy |
+435
| New | +$522K | 0.23% | 44 |
|
|
2020
Q4 | – | Sell |
-870
| Closed | -$1.17M | – | 61 |
|
|
2020
Q3 | $1.17M | Buy |
+870
| New | +$1.17M | 0.75% | 36 |
|
|
2018
Q1 | – | Sell |
-1,756
| Closed | -$2.3M | – | 95 |
|
|
2017
Q4 | $2.3M | Buy |
1,756
+35
| +2% | +$45.8K | 1.71% | 40 |
|
|
2017
Q3 | $2.26M | Hold |
1,721
| – | – | 1.86% | 32 |
|
|
2017
Q2 | $2.26M | Buy |
+1,721
| New | +$2.26M | 2.04% | 27 |
|