SSWG
Seven Springs Wealth Group’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 | $3.26M | Buy |
2,776
+331
| +14% | +$389K | 0.81% | 22 |
|
|
2025
Q1 | $2.94M | Sell |
2,445
-211
| -8% | -$253K | 1.05% | 23 |
|
|
2024
Q4 | $3.17M | Buy |
2,656
+105
| +4% | +$125K | 1.18% | 23 |
|
|
2024
Q3 | $3.27M | Buy |
2,551
+132
| +5% | +$169K | 1.19% | 22 |
|
|
2024
Q2 | $2.88M | Buy |
2,419
+83
| +4% | +$98.7K | 1.12% | 21 |
|
|
2024
Q1 | $2.85M | Buy |
2,336
+734
| +46% | +$895K | 1.09% | 20 |
|
|
2023
Q4 | $1.92M | Sell |
1,602
-365
| -19% | -$436K | 0.86% | 19 |
|
|
2023
Q3 | $2.19M | Buy |
1,967
+2
| +0.1% | +$2.23K | 1.05% | 19 |
|
|
2023
Q2 | $2.26M | Buy |
1,965
+103
| +6% | +$119K | 1.07% | 17 |
|
|
2023
Q1 | $2.19M | Buy |
1,862
+53
| +3% | +$62.3K | 1.08% | 17 |
|
|
2022
Q4 | $2.14M | Buy |
1,809
+774
| +75% | +$917K | 1.04% | 16 |
|
|
2022
Q3 | $1.25M | Buy |
1,035
+36
| +4% | +$43.3K | 0.68% | 19 |
|
|
2022
Q2 | $1.21M | Buy |
+999
| New | +$1.21M | 0.61% | 20 |
|