Congress Wealth Management’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	$551K	Hold	469	–	–	0.01%	895
2025 Q1	$563K	Buy	+469	New	+$563K	0.01%	781