LA
LM 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 | $4.04M | Sell |
3,442
-25
| -0.7% | -$29.4K | 0.52% | 29 |
|
|
2025
Q1 | $4.16M | Buy |
3,467
+25
| +0.7% | +$30K | 0.75% | 26 |
|
|
2024
Q4 | $4.11M | Buy |
3,442
+20
| +0.6% | +$23.9K | 0.74% | 27 |
|
|
2024
Q3 | $4.39M | Sell |
3,422
-122
| -3% | -$156K | 0.89% | 21 |
|
|
2024
Q2 | $4.21M | Buy |
+3,544
| New | +$4.21M | 0.01% | 44 |
|
|
2024
Q1 | – | Sell |
-2,973
| Closed | -$3.56M | – | 699 |
|
|
2023
Q4 | $3.56M | Buy |
+2,973
| New | +$3.56M | 0.72% | 28 |
|