FWP
FAS Wealth Partners’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 | $10.6K | Hold |
9
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $10.8K | Hold |
9
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $10.7K | Hold |
9
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $11.5K | Hold |
9
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $10.7K | Hold |
9
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $11K | Hold |
9
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $10.8K | Hold |
9
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $10K | Hold |
9
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $10.4K | Hold |
9
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $10.6K | Hold |
9
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $10.7K | Hold |
9
| – | – | ﹤0.01% | 384 |
|
|
2022
Q3 | $11K | Hold |
9
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $11K | Hold |
9
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $12K | Hold |
9
| – | – | ﹤0.01% | 371 |
|
|
2021
Q4 | $13K | Buy |
+9
| New | +$13K | ﹤0.01% | 383 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$12K | – | 348 |
|
|
2020
Q3 | $12K | Hold |
9
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $12K | Hold |
9
| – | – | ﹤0.01% | 289 |
|
|
2020
Q1 | $11K | Hold |
9
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $13K | Buy |
+9
| New | +$13K | ﹤0.01% | 267 |
|