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Synergy Asset Management’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Synergy Asset Management’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$33.3K – 862
2024
Q4 		$33.3K Buy
+26
New +$33.3K ﹤0.01% 316