Magnus Financial Group’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 | $1.6M | Sell |
1,366
-43
| -3% | -$50.5K | 0.14% | 116 |
|
|
2025
Q1 | $1.69M | Buy |
1,409
+28
| +2% | +$33.6K | 0.16% | 106 |
|
|
2024
Q4 | $1.65M | Sell |
1,381
-112
| -8% | -$134K | 0.16% | 108 |
|
|
2024
Q3 | $1.91M | Buy |
1,493
+68
| +5% | +$87.2K | 0.19% | 93 |
|
|
2024
Q2 | $1.69M | Sell |
1,425
-77
| -5% | -$91.6K | 0.19% | 93 |
|
|
2024
Q1 | $1.83M | Buy |
1,502
+253
| +20% | +$308K | 0.22% | 85 |
|
|
2023
Q4 | $1.49M | Buy |
+1,249
| New | +$1.49M | 0.2% | 88 |
|