Family Management’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 | $11.7K | Buy |
+10
| New | +$11.7K | ﹤0.01% | 210 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$11.9K | – | 180 |
|
|
2022
Q4 | $11.9K | Buy |
+10
| New | +$11.9K | ﹤0.01% | 165 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$6K | – | 199 |
|
|
2019
Q4 | $6K | Hold |
4
| – | – | ﹤0.01% | 180 |
|
|
2019
Q3 | $6K | Buy |
+4
| New | +$6K | ﹤0.01% | 179 |
|