Sequoia Financial Advisors’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 | $885K | Hold |
754
| – | – | 0.01% | 731 |
|
|
2025
Q1 | $905K | Hold |
754
| – | – | 0.01% | 652 |
|
|
2024
Q4 | $901K | Sell |
754
-225
| -23% | -$269K | 0.01% | 606 |
|
|
2024
Q3 | $1.26M | Sell |
979
-6
| -0.6% | -$7.69K | 0.01% | 476 |
|
|
2024
Q2 | $1.17M | Buy |
985
+59
| +6% | +$70.1K | 0.01% | 446 |
|
|
2024
Q1 | $1.13M | Buy |
+926
| New | +$1.13M | 0.01% | 443 |
|