BAG
Bridgewealth Advisory Group’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 | $217K | Buy |
+185
| New | +$217K | 0.06% | 106 |
|
|
2025
Q1 | – | Sell |
-185
| Closed | -$225K | – | 116 |
|
|
2024
Q4 | $225K | Buy |
185
+13
| +8% | +$15.8K | 0.06% | 98 |
|
|
2024
Q3 | $221K | Hold |
172
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $205K | Hold |
172
| – | – | 0.09% | 66 |
|
|
2024
Q1 | $210K | Hold |
172
| – | – | 0.1% | 74 |
|
|
2023
Q4 | $206K | Buy |
+172
| New | +$206K | 0.16% | 75 |
|
|
2023
Q2 | – | Sell |
-172
| Closed | -$202K | – | 59 |
|
|
2023
Q1 | $202K | Hold |
172
| – | – | 0.37% | 51 |
|
|
2022
Q4 | $204K | Buy |
+172
| New | +$204K | 0.4% | 50 |
|