Cornerstone Planning Group’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
$12.5K Hold
10
﹤0.01% 509
2025
Q1
$12.2K Hold
10
﹤0.01% 519
2024
Q4
$12.3K Hold
10
﹤0.01% 387
2024
Q3
$12.2K Hold
10
﹤0.01% 380
2024
Q2
$12.1K Buy
+10
New +$12.1K ﹤0.01% 399