IFP 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 | $64.6K | Hold |
55
| – | – | ﹤0.01% | 1906 |
|
|
2025
Q1 | $66K | Hold |
55
| – | – | ﹤0.01% | 1755 |
|
|
2024
Q4 | $65.7K | Hold |
55
| – | – | ﹤0.01% | 1688 |
|
|
2024
Q3 | $70.5K | Sell |
55
-50
| -48% | -$64.1K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $125K | Sell |
105
-10
| -9% | -$11.9K | 0.01% | 1267 |
|
|
2024
Q1 | $140K | Sell |
115
-30
| -21% | -$36.6K | 0.01% | 1158 |
|
|
2023
Q4 | $173K | Sell |
145
-5
| -3% | -$5.98K | 0.01% | 1014 |
|
|
2023
Q3 | $167K | Hold |
150
| – | – | 0.01% | 1046 |
|
|
2023
Q2 | $173K | Hold |
150
| – | – | 0.01% | 1090 |
|
|
2023
Q1 | $189K | Hold |
150
| – | – | 0.01% | 966 |
|
|
2022
Q4 | $189K | Sell |
150
-103
| -41% | -$130K | 0.01% | 1385 |
|
|
2022
Q3 | $319K | Buy |
253
+3
| +1% | +$3.78K | 0.01% | 1158 |
|
|
2022
Q2 | $315K | Hold |
250
| – | – | 0.01% | 1044 |
|
|
2022
Q1 | $315K | Hold |
250
| – | – | 0.01% | 1044 |
|
|
2021
Q4 | $373K | Hold |
250
| – | – | 0.01% | 694 |
|
|
2021
Q3 | $371K | Hold |
250
| – | – | 0.01% | 677 |
|
|
2021
Q2 | $382K | Hold |
250
| – | – | 0.01% | 631 |
|
|
2021
Q1 | $353K | Hold |
250
| – | – | 0.01% | 624 |
|
|
2020
Q4 | $379K | Hold |
250
| – | – | 0.02% | 584 |
|
|
2020
Q3 | $335K | Hold |
250
| – | – | 0.02% | 540 |
|
|
2020
Q2 | $327K | Buy |
250
+100
| +67% | +$131K | 0.03% | 520 |
|
|
2020
Q1 | $190K | Hold |
150
| – | – | 0.02% | 592 |
|
|
2019
Q4 | $219K | Hold |
150
| – | – | 0.02% | 639 |
|
|
2019
Q3 | $224K | Buy |
+150
| New | +$224K | 0.02% | 733 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$189K | – | 3432 |
|
|
2018
Q4 | $189K | Hold |
150
| – | – | 0.01% | 886 |
|
|
2018
Q3 | $194K | Buy |
150
+100
| +200% | +$129K | 0.01% | 1094 |
|
|
2018
Q2 | $63K | Hold |
50
| – | – | ﹤0.01% | 1763 |
|
|
2018
Q1 | $65K | Hold |
50
| – | – | ﹤0.01% | 1652 |
|
|
2017
Q4 | $65K | Sell |
50
-25
| -33% | -$32.5K | ﹤0.01% | 1651 |
|
|
2017
Q3 | $99K | Hold |
75
| – | – | ﹤0.01% | 1561 |
|
|
2017
Q2 | $98K | Hold |
75
| – | – | ﹤0.01% | 1530 |
|
|
2017
Q1 | $93K | Hold |
75
| – | – | ﹤0.01% | 1525 |
|
|
2016
Q4 | $89K | Hold |
75
| – | – | ﹤0.01% | 1522 |
|
|
2016
Q3 | $98K | Buy |
75
+50
| +200% | +$65.3K | 0.01% | 1370 |
|
|
2016
Q2 | $32K | Buy |
+25
| New | +$32K | ﹤0.01% | 2032 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$35K | – | 3461 |
|
|
2015
Q4 | $35K | Buy |
+30
| New | +$35K | ﹤0.01% | 1817 |
|