Envestnet Asset Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
3,003
-34
| -1% | -$39.9K | ﹤0.01% | 2448 |
|
|
2025
Q1 | $3.65M | Sell |
3,037
-116
| -4% | -$139K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $3.77M | Buy |
3,153
+90
| +3% | +$107K | ﹤0.01% | 2298 |
|
|
2024
Q3 | $3.93M | Hold |
3,063
| – | – | ﹤0.01% | 2256 |
|
|
2024
Q2 | $3.64M | Sell |
3,063
-83
| -3% | -$98.7K | ﹤0.01% | 2237 |
|
|
2024
Q1 | $3.84M | Buy |
3,146
+1,210
| +63% | +$1.48M | ﹤0.01% | 2163 |
|
|
2023
Q4 | $2.32M | Sell |
1,936
-404
| -17% | -$483K | ﹤0.01% | 2379 |
|
|
2023
Q3 | $2.61M | Buy |
2,340
+316
| +16% | +$352K | ﹤0.01% | 2223 |
|
|
2023
Q2 | $2.33M | Sell |
2,024
-29
| -1% | -$33.4K | ﹤0.01% | 2183 |
|
|
2023
Q1 | $2.42M | Buy |
2,053
+167
| +9% | +$196K | ﹤0.01% | 2077 |
|
|
2022
Q4 | $2.24M | Sell |
1,886
-115
| -6% | -$136K | ﹤0.01% | 2083 |
|
|
2022
Q3 | $2.41M | Sell |
2,001
-338
| -14% | -$407K | ﹤0.01% | 1972 |
|
|
2022
Q2 | $2.84M | Sell |
2,339
-179
| -7% | -$218K | ﹤0.01% | 1878 |
|
|
2022
Q1 | $3.34M | Buy |
2,518
+105
| +4% | +$139K | ﹤0.01% | 1861 |
|
|
2021
Q4 | $3.6M | Buy |
+2,413
| New | +$3.6M | ﹤0.01% | 1788 |
|
|
2020
Q4 | – | Sell |
-511
| Closed | -$686K | – | 3349 |
|
|
2020
Q3 | $686K | Buy |
511
+16
| +3% | +$21.5K | ﹤0.01% | 2278 |
|
|
2020
Q2 | $642K | Buy |
+495
| New | +$642K | ﹤0.01% | 2254 |
|