Hoese & Co’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 | – | Sell |
-5
| Closed | -$6K | – | 177 |
|
|
2025
Q1 | $6K | Hold |
5
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $5.97K | Hold |
5
| – | – | 0.01% | 147 |
|
|
2024
Q3 | $6.41K | Hold |
5
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $5.83K | Hold |
5
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $5.9K | Hold |
5
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $5.59K | Hold |
5
| – | – | 0.01% | 135 |
|
|
2023
Q3 | $5.58K | Hold |
5
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $5.76K | Hold |
5
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $5.96K | Hold |
5
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $6K | Hold |
5
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $6K | Hold |
5
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $6K | Hold |
5
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $7K | Hold |
5
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $7K | Buy |
+5
| New | +$7K | 0.01% | 165 |
|