GPS Wealth Strategies Group’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 | $46.4K | Buy |
40
+1
| +3% | +$1.16K | 0.01% | 655 |
|
|
2025
Q1 | $47K | Hold |
39
| – | – | 0.01% | 627 |
|
|
2024
Q4 | $46.3K | Buy |
39
+1
| +3% | +$1.19K | 0.01% | 594 |
|
|
2024
Q3 | $49.2K | Hold |
38
| – | – | 0.01% | 581 |
|
|
2024
Q2 | $45.2K | Hold |
38
| – | – | 0.01% | 561 |
|
|
2024
Q1 | $46.3K | Hold |
38
| – | – | 0.01% | 530 |
|
|
2023
Q4 | $45.4K | Hold |
38
| – | – | 0.01% | 512 |
|
|
2023
Q3 | $42.4K | Hold |
38
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $43.8K | Hold |
38
| – | – | 0.01% | 523 |
|
|
2023
Q1 | $44.7K | Buy |
+38
| New | +$44.7K | 0.01% | 504 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$46K | – | 1084 |
|
|
2022
Q3 | $46K | Hold |
38
| – | – | 0.01% | 447 |
|
|
2022
Q2 | $46K | Buy |
+38
| New | +$46K | 0.01% | 457 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$57K | – | 1160 |
|
|
2021
Q4 | $57K | Buy |
+38
| New | +$57K | 0.01% | 382 |
|