Curi RMB Capital’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 | $2.4M | Buy |
2,041
+75
| +4% | +$88.1K | 0.05% | 306 |
|
|
2025
Q1 | $2.36M | Buy |
1,966
+38
| +2% | +$45.6K | 0.06% | 256 |
|
|
2024
Q4 | $2.3M | Buy |
1,928
+210
| +12% | +$251K | 0.05% | 258 |
|
|
2024
Q3 | $2.2M | Buy |
1,718
+125
| +8% | +$160K | 0.05% | 260 |
|
|
2024
Q2 | $1.89M | Buy |
1,593
+483
| +44% | +$574K | 0.05% | 268 |
|
|
2024
Q1 | $1.35M | Buy |
+1,110
| New | +$1.35M | 0.03% | 314 |
|