MAI Capital Management’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
$52.8K Sell
45
-15
-25% -$17.6K ﹤0.01% 1722
2025
Q1
$72K Sell
60
-1
-2% -$1.2K ﹤0.01% 1473
2024
Q4
$72.9K Buy
+61
New +$72.9K ﹤0.01% 1492