CFFP
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Center for Financial Planning’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Center for Financial Planning’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.87K Hold
5
– – ﹤0.01% 506
2025
Q1 		$6K Hold
5
– – ﹤0.01% 519
2024
Q4 		$5.97K Hold
5
– – ﹤0.01% 473
2024
Q3 		$6.41K Hold
5
– – ﹤0.01% 440
2024
Q2 		$5.95K Hold
5
– – ﹤0.01% 445
2024
Q1 		$6.1K Buy
+5
New +$6.1K ﹤0.01% 457