Cove Private Wealth’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 | $1.04M | Sell |
884
-285
| -24% | -$335K | 0.37% | 69 |
|
|
2025
Q1 | $1.4M | Hold |
1,169
| – | – | 0.74% | 35 |
|
|
2024
Q4 | $1.4M | Hold |
1,169
| – | – | 0.84% | 31 |
|
|
2024
Q3 | $1.5M | Hold |
1,169
| – | – | 1.16% | 24 |
|
|
2024
Q2 | $1.39M | Hold |
1,169
| – | – | 1.11% | 24 |
|
|
2024
Q1 | $1.43M | Hold |
1,169
| – | – | 1.22% | 24 |
|
|
2023
Q4 | $1.4M | Buy |
+1,169
| New | +$1.4M | 1.32% | 21 |
|