GIA
GHP Investment Advisors’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 | $7.05K | Hold |
6
| – | – | ﹤0.01% | 751 |
|
|
2025
Q1 | $7.21K | Hold |
6
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $7.17K | Hold |
6
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $7.69K | Hold |
6
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $7.13K | Hold |
6
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $7.32K | Hold |
6
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $7.17K | Hold |
6
| – | – | ﹤0.01% | 678 |
|
|
2023
Q3 | $6.48K | Hold |
6
| – | – | ﹤0.01% | 754 |
|
|
2023
Q2 | $7.07K | Hold |
6
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $7.06K | Hold |
6
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $7.11K | Hold |
6
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $7K | Buy |
+6
| New | +$7K | ﹤0.01% | 757 |
|