HighTower 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 | $817K | Sell |
696
-263
| -27% | -$309K | ﹤0.01% | 2145 |
|
|
2025
Q1 | $1.15M | Buy |
959
+244
| +34% | +$293K | ﹤0.01% | 1864 |
|
|
2024
Q4 | $854K | Sell |
715
-983
| -58% | -$1.17M | ﹤0.01% | 2062 |
|
|
2024
Q3 | $2.18M | Buy |
1,698
+1,009
| +146% | +$1.29M | ﹤0.01% | 1469 |
|
|
2024
Q2 | $820K | Sell |
689
-71
| -9% | -$84.5K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $928K | Buy |
760
+162
| +27% | +$198K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $718K | Sell |
598
-30
| -5% | -$36K | ﹤0.01% | 2030 |
|
|
2023
Q3 | $698K | Buy |
628
+41
| +7% | +$45.6K | ﹤0.01% | 1987 |
|
|
2023
Q2 | $675K | Buy |
587
+327
| +126% | +$376K | ﹤0.01% | 2001 |
|
|
2023
Q1 | $309K | Buy |
260
+1
| +0.4% | +$1.19K | ﹤0.01% | 2418 |
|
|
2022
Q4 | $309K | Sell |
259
-75
| -22% | -$89.5K | ﹤0.01% | 2419 |
|
|
2022
Q3 | $403K | Buy |
334
+2
| +0.6% | +$2.41K | ﹤0.01% | 2147 |
|
|
2022
Q2 | $405K | Sell |
332
-11
| -3% | -$13.4K | ﹤0.01% | 2156 |
|
|
2022
Q1 | $455K | Buy |
343
+3
| +0.9% | +$3.98K | ﹤0.01% | 2224 |
|
|
2021
Q4 | $507K | Buy |
+340
| New | +$507K | ﹤0.01% | 2130 |
|
|
2020
Q4 | – | Sell |
-308
| Closed | -$414K | – | 2628 |
|
|
2020
Q3 | $414K | Buy |
308
+30
| +11% | +$40.3K | ﹤0.01% | 1643 |
|
|
2020
Q2 | $360K | Buy |
278
+46
| +20% | +$59.6K | ﹤0.01% | 1613 |
|
|
2020
Q1 | $294K | Buy |
232
+31
| +15% | +$39.3K | ﹤0.01% | 1565 |
|
|
2019
Q4 | $291K | Buy |
201
+13
| +7% | +$18.8K | ﹤0.01% | 1735 |
|
|
2019
Q3 | $286K | Hold |
188
| – | – | ﹤0.01% | 1818 |
|
|
2019
Q2 | $256K | Buy |
188
+20
| +12% | +$27.2K | ﹤0.01% | 1885 |
|
|
2019
Q1 | $217K | Hold |
168
| – | – | ﹤0.01% | 1902 |
|
|
2018
Q4 | $211K | Buy |
+168
| New | +$211K | ﹤0.01% | 1806 |
|