&Partners’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	$726K	Buy	618 +61	+11%	+$71.6K	0.01%	1148
2025 Q1	$668K	Buy	557 +1	+0.2%	+$1.2K	0.01%	1001
2024 Q4	$670K	Buy	556 +268	+93%	+$323K	0.01%	939
2024 Q3	$372K	Buy	+288	New	+$372K	0.01%	1005