MeadowBrook Investment Advisors’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 | $916K | Sell |
780
-4
| -0.5% | -$4.7K | 0.82% | 29 |
|
|
2025
Q1 | $941K | Buy |
784
+10
| +1% | +$12K | 0.88% | 27 |
|
|
2024
Q4 | $924K | Buy |
774
+12
| +2% | +$14.3K | 0.82% | 31 |
|
|
2024
Q3 | $977K | Sell |
762
-5
| -0.7% | -$6.41K | 0.88% | 29 |
|
|
2024
Q2 | $912K | Buy |
767
+1
| +0.1% | +$1.19K | 0.86% | 30 |
|
|
2024
Q1 | $934K | Buy |
766
+13
| +2% | +$15.9K | 0.87% | 34 |
|
|
2023
Q4 | $900K | Buy |
+753
| New | +$900K | 0.86% | 36 |
|