Nelson 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
2024 Q4	–	Sell	-160	Closed	-$205K	–	116
2024 Q3	$205K	Buy	+160	New	+$205K	0.03%	105
2022 Q2	–	Sell	-160	Closed	-$212K	–	107
2022 Q1	$212K	Hold	160	–	–	0.04%	100
2021 Q4	$238K	Buy	+160	New	+$238K	0.04%	99
2020 Q4	–	Sell	-160	Closed	-$215K	–	104
2020 Q3	$215K	Hold	160	–	–	0.04%	94
2020 Q2	$208K	Hold	160	–	–	0.05%	89
2020 Q1	$204K	Hold	160	–	–	0.05%	85
2019 Q4	$232K	Hold	160	–	–	0.05%	93
2019 Q3	$244K	Hold	160	–	–	0.06%	85
2019 Q2	$218K	Hold	160	–	–	0.05%	92
2019 Q1	$207K	Hold	160	–	–	0.05%	88
2018 Q4	$202K	Hold	160	–	–	0.06%	91
2018 Q3	$207K	Hold	160	–	–	0.05%	88
2018 Q2	$201K	Hold	160	–	–	0.05%	85
2018 Q1	$206K	Hold	160	–	–	0.05%	88
2017 Q4	$210K	Hold	160	–	–	0.07%	84
2017 Q3	$210K	Hold	160	–	–	0.07%	80
2017 Q2	$210K	Hold	160	–	–	0.07%	80
2017 Q1	$198K	Buy	+160	New	+$198K	0.07%	82
2016 Q4	–	Sell	-160	Closed	-$209K	–	263
2016 Q3	$209K	Hold	160	–	–	0.07%	77
2016 Q2	$208K	Buy	+160	New	+$208K	0.08%	70