FMI
F/M Investments’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 | $487K | Sell |
417
-8
| -2% | -$9.34K | 0.02% | 326 |
|
|
2025
Q1 | $509K | Sell |
425
-14
| -3% | -$16.8K | 0.02% | 326 |
|
|
2024
Q4 | $524K | Buy |
+439
| New | +$524K | 0.02% | 321 |
|
|
2024
Q2 | – | Sell |
-740
| Closed | -$902K | – | 345 |
|
|
2024
Q1 | $902K | Hold |
740
| – | – | 0.61% | 39 |
|
|
2023
Q4 | $885K | Buy |
+740
| New | +$885K | 0.5% | 49 |
|
|
2022
Q2 | – | Sell |
-1,717
| Closed | -$2.28M | – | 96 |
|
|
2022
Q1 | $2.28M | Buy |
+1,717
| New | +$2.28M | 1.83% | 22 |
|
|
2021
Q4 | – | Sell |
-1,638
| Closed | -$2.43M | – | 101 |
|
|
2021
Q3 | $2.43M | Buy |
+1,638
| New | +$2.43M | 1.74% | 18 |
|
|
2021
Q2 | – | Sell |
-957
| Closed | -$1.36M | – | 95 |
|
|
2021
Q1 | $1.36M | Buy |
+957
| New | +$1.36M | 1.07% | 32 |
|