Spire Wealth Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35K | Sell |
2
-13
| -87% | -$15.3K | ﹤0.01% | 2145 |
|
|
2025
Q1 | $18K | Buy |
15
+2
| +15% | +$2.4K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $15.5K | Hold |
13
| – | – | ﹤0.01% | 1703 |
|
|
2024
Q3 | $16.7K | Hold |
13
| – | – | ﹤0.01% | 1490 |
|
|
2024
Q2 | $15.5K | Hold |
13
| – | – | ﹤0.01% | 1522 |
|
|
2024
Q1 | $15.9K | Hold |
13
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q4 | $15.1K | Hold |
13
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q3 | $14.5K | Hold |
13
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q2 | $15K | Hold |
13
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q1 | $15.3K | Buy |
13
+10
| +333% | +$11.8K | ﹤0.01% | 1716 |
|
|
2022
Q4 | $4K | Hold |
3
| – | – | ﹤0.01% | 1930 |
|
|
2022
Q3 | $4K | Sell |
3
-10
| -77% | -$13.3K | ﹤0.01% | 1829 |
|
|
2022
Q2 | $16K | Buy |
+13
| New | +$16K | ﹤0.01% | 1762 |
|