NewEdge 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
Q2 | $798K | Sell |
662
-21
| -3% | -$25.3K | 0.01% | 588 |
|
|
2025
Q1 | $820K | Buy |
683
+10
| +1% | +$12K | 0.01% | 518 |
|
|
2024
Q4 | $804K | Sell |
673
-17
| -2% | -$20.3K | 0.01% | 530 |
|
|
2024
Q3 | $885K | Buy |
690
+22
| +3% | +$28.2K | 0.02% | 493 |
|
|
2024
Q2 | $794K | Sell |
668
-1
| -0.1% | -$1.19K | 0.02% | 453 |
|
|
2024
Q1 | $775K | Buy |
669
+216
| +48% | +$250K | 0.02% | 469 |
|
|
2023
Q4 | $542K | Buy |
453
+16
| +4% | +$19.1K | 0.01% | 494 |
|
|
2023
Q3 | $487K | Buy |
437
+39
| +10% | +$43.5K | 0.02% | 464 |
|
|
2023
Q2 | $458K | Sell |
398
-22
| -5% | -$25.3K | 0.02% | 468 |
|
|
2023
Q1 | $494K | Buy |
420
+51
| +14% | +$60K | 0.02% | 409 |
|
|
2022
Q4 | $437K | Sell |
369
-31
| -8% | -$36.7K | 0.02% | 388 |
|
|
2022
Q3 | $482K | Buy |
400
+76
| +23% | +$91.6K | 0.02% | 359 |
|
|
2022
Q2 | $394K | Buy |
+324
| New | +$394K | 0.02% | 424 |
|