Schroder Investment Management Group’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 | $1.2M | Hold |
1,039
| – | – | ﹤0.01% | 976 |
|
|
2025
Q1 | $1.25M | Sell |
1,039
-125
| -11% | -$150K | ﹤0.01% | 963 |
|
|
2024
Q4 | $1.37M | Sell |
1,164
-189
| -14% | -$222K | ﹤0.01% | 971 |
|
|
2024
Q3 | $1.73M | Hold |
1,353
| – | – | ﹤0.01% | 958 |
|
|
2024
Q2 | $1.61M | Buy |
1,353
+386
| +40% | +$459K | ﹤0.01% | 958 |
|
|
2024
Q1 | $1.18M | Buy |
+967
| New | +$1.18M | ﹤0.01% | 1000 |
|