CIBC Private Wealth 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 | $2.28M | Hold |
1,940
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $2.25M | Hold |
1,940
| – | – | ﹤0.01% | 518 |
|
|
2024
Q4 | $2.3M | Hold |
1,940
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $2.49M | Sell |
1,940
-85
| -4% | -$109K | ﹤0.01% | 530 |
|
|
2024
Q2 | $2.42M | Buy |
2,025
+35
| +2% | +$41.8K | ﹤0.01% | 510 |
|
|
2024
Q1 | $2.41M | Hold |
1,990
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $2.38M | Buy |
1,990
+20
| +1% | +$23.9K | 0.01% | 491 |
|
|
2023
Q3 | $2.2M | Buy |
+1,970
| New | +$2.2M | 0.01% | 481 |
|
|
2022
Q1 | – | Sell |
-390
| Closed | -$581K | – | 1313 |
|
|
2021
Q4 | $581K | Buy |
+390
| New | +$581K | ﹤0.01% | 742 |
|