BAM
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BOS Asset 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
$773K Hold
658
0.25% 73
2025
Q1
$790K Hold
658
0.27% 66
2024
Q4
$786K Hold
658
0.28% 60
2024
Q3
$844K Sell
658
-10
-1% -$12.8K 0.31% 59
2024
Q2
$794K Buy
+668
New +$794K 0.37% 52