Colonial Trust Advisors’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	$38.7K	Hold	33	–	–	﹤0.01%	373
2025 Q1	$39.6K	Hold	33	–	–	﹤0.01%	363
2024 Q4	$39.4K	Hold	33	–	–	﹤0.01%	346
2024 Q3	$42.3K	Hold	33	–	–	﹤0.01%	357
2024 Q2	$39.2K	Hold	33	–	–	﹤0.01%	354
2024 Q1	$40.2K	Buy	+33	New	+$40.2K	﹤0.01%	357