Marcum Wealth’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 Q1	$632K	Hold	526	–	–	0.05%	162
2024 Q4	$628K	Buy	526 +198	+60%	+$236K	0.05%	160
2024 Q3	$421K	Buy	328 +2	+0.6%	+$2.56K	0.04%	227
2024 Q2	$388K	Buy	+326	New	+$388K	0.04%	234