Parallel Advisors’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
10
| – | – | ﹤0.01% | 2404 |
|
|
2025
Q1 | $12K | Hold |
10
| – | – | ﹤0.01% | 2348 |
|
|
2024
Q4 | $11.9K | Hold |
10
| – | – | ﹤0.01% | 2332 |
|
|
2024
Q3 | $12.8K | Hold |
10
| – | – | ﹤0.01% | 2295 |
|
|
2024
Q2 | $11.9K | Hold |
10
| – | – | ﹤0.01% | 2224 |
|
|
2024
Q1 | $12.2K | Hold |
10
| – | – | ﹤0.01% | 2218 |
|
|
2023
Q4 | $12K | Hold |
10
| – | – | ﹤0.01% | 2212 |
|
|
2023
Q3 | $11.2K | Sell |
10
-46
| -82% | -$51.3K | ﹤0.01% | 2142 |
|
|
2023
Q2 | $64.5K | Buy |
56
+41
| +273% | +$47.2K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $17.6K | Buy |
15
+10
| +200% | +$11.8K | ﹤0.01% | 1895 |
|
|
2022
Q4 | $5.93K | Sell |
5
-2
| -29% | -$2.37K | ﹤0.01% | 2256 |
|
|
2022
Q3 | $8K | Sell |
7
-2
| -22% | -$2.29K | ﹤0.01% | 2091 |
|
|
2022
Q2 | $11K | Hold |
9
| – | – | ﹤0.01% | 1934 |
|
|
2022
Q1 | $12K | Buy |
+9
| New | +$12K | ﹤0.01% | 1928 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$10K | – | 2500 |
|
|
2019
Q2 | $10K | Hold |
7
| – | – | ﹤0.01% | 1593 |
|
|
2019
Q1 | $9K | Hold |
7
| – | – | ﹤0.01% | 1580 |
|
|
2018
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 1426 |
|
|
2018
Q3 | $9K | Sell |
7
-43
| -86% | -$55.3K | ﹤0.01% | 1494 |
|
|
2018
Q2 | $62K | Buy |
+50
| New | +$62K | 0.01% | 669 |
|