GFPC
Global Financial Private Client’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 | – | Sell |
-25
| Closed | -$30K | – | 1595 |
|
|
2025
Q1 | $30K | Hold |
25
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $29.9K | Hold |
25
| – | – | 0.01% | 373 |
|
|
2024
Q3 | $32.1K | Hold |
25
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $29.7K | Hold |
25
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $30.3K | Hold |
25
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $29.9K | Hold |
25
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $27.5K | Hold |
25
| – | – | 0.01% | 341 |
|
|
2023
Q2 | $28.9K | Hold |
25
| – | – | 0.01% | 344 |
|
|
2023
Q1 | $29.2K | Hold |
25
| – | – | 0.02% | 341 |
|
|
2022
Q4 | $29.6K | Hold |
25
| – | – | 0.02% | 325 |
|
|
2022
Q3 | $29.6K | Hold |
25
| – | – | 0.02% | 320 |
|
|
2022
Q2 | $30.7K | Hold |
25
| – | – | 0.02% | 310 |
|
|
2022
Q1 | $32.9K | Hold |
25
| – | – | 0.02% | 309 |
|
|
2021
Q4 | $37.3K | Buy |
+25
| New | +$37.3K | 0.02% | 292 |
|