Focus Partners Wealth
WFC.PRL icon

Focus Partners Wealth’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Focus Partners Wealth’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21.4M Buy
18,247
+49
+0.3% +$57.5K 0.05% 338
2025
Q1 		$21.9M Sell
18,198
-620
-3% -$745K 0.05% 310
2024
Q4 		$22.3M Sell
18,818
-298
-2% -$354K 0.06% 299
2024
Q3 		$24.4M Buy
19,116
+155
+0.8% +$198K 0.08% 254
2024
Q2 		$22.5M Buy
+18,961
New +$22.5M 0.08% 229