Independent Wealth Network’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 | $610K | Buy |
519
+8
| +2% | +$9.4K | 0.22% | 115 |
|
|
2025
Q1 | $613K | Buy |
511
+8
| +2% | +$9.6K | 0.24% | 104 |
|
|
2024
Q4 | $601K | Sell |
503
-1
| -0.2% | -$1.19K | 0.24% | 101 |
|
|
2024
Q3 | $646K | Hold |
504
| – | – | 0.29% | 90 |
|
|
2024
Q2 | $599K | Hold |
504
| – | – | 0.28% | 91 |
|
|
2024
Q1 | $615K | Hold |
504
| – | – | 0.29% | 87 |
|
|
2023
Q4 | $603K | Sell |
504
-1
| -0.2% | -$1.2K | 0.32% | 80 |
|
|
2023
Q3 | $563K | Hold |
505
| – | – | 0.35% | 77 |
|
|
2023
Q2 | $582K | Sell |
505
-10
| -2% | -$11.5K | 0.35% | 73 |
|
|
2023
Q1 | $606K | Sell |
515
-2
| -0.4% | -$2.35K | 0.39% | 59 |
|
|
2022
Q4 | $613K | Sell |
517
-2
| -0.4% | -$2.37K | 0.42% | 53 |
|
|
2022
Q3 | $625K | Hold |
519
| – | – | 0.49% | 47 |
|
|
2022
Q2 | $631K | Buy |
519
+3
| +0.6% | +$3.65K | 0.45% | 55 |
|
|
2022
Q1 | $683K | Buy |
516
+16
| +3% | +$21.2K | 0.43% | 61 |
|
|
2021
Q4 | $745K | Buy |
+500
| New | +$745K | 0.46% | 55 |
|