Geneos Wealth 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 | $23.5K | Sell |
20
-40
| -67% | -$47K | ﹤0.01% | 1957 |
|
|
2025
Q1 | $72K | Buy |
60
+40
| +200% | +$48K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $23.9K | Sell |
20
-3
| -13% | -$3.58K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $29.5K | Buy |
+23
| New | +$29.5K | ﹤0.01% | 1398 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$24K | – | 2610 |
|
|
2022
Q2 | $24K | Hold |
20
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q1 | $26K | Buy |
+20
| New | +$26K | ﹤0.01% | 1681 |
|