MWP
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Momentum Wealth Planning’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Momentum Wealth Planning’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$966K Buy