HB Wealth Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
206
| – | – | ﹤0.01% | 1010 |
|
|
2025
Q1 | $247K | Hold |
206
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q4 | $246K | Hold |
206
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $264K | Hold |
206
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $245K | Buy |
206
+16
| +8% | +$19K | ﹤0.01% | 769 |
|
|
2024
Q1 | $232K | Hold |
190
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $227K | Hold |
190
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $212K | Hold |
190
| – | – | ﹤0.01% | 691 |
|
|
2023
Q2 | $219K | Buy |
+190
| New | +$219K | ﹤0.01% | 647 |
|