Logan Capital Management’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
$51.5K Hold
44
﹤0.01% 308
2025
Q1
$52.4K Hold
44
﹤0.01% 339
2024
Q4
$51.7K Hold
44
﹤0.01% 343
2024
Q3
$56.4K Hold
44
﹤0.01% 343
2024
Q2
$52K Hold
44
﹤0.01% 338
2024
Q1
$53.2K Hold
44
﹤0.01% 336
2023
Q4
$52.6K Hold
44
﹤0.01% 347
2023
Q3
$49.2K Hold
44
﹤0.01% 345
2023
Q2
$50.7K Hold
44
﹤0.01% 340
2023
Q1
$51K Hold
44
﹤0.01% 347
2022
Q4
$52.3K Hold
44
﹤0.01% 343
2022
Q3
$53K Hold
44
﹤0.01% 341
2022
Q2
$54K Hold
44
﹤0.01% 347
2022
Q1
$58K Buy
+44
New +$58K ﹤0.01% 356