Wealth Enhancement Advisory Services’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 | $1.6M | Buy |
1,356
+928
| +217% | +$1.1M | ﹤0.01% | 1473 |
|
2025
Q1 | $514K | Sell |
428
-7
| -2% | -$8.4K | ﹤0.01% | 2041 |
|
2024
Q4 | $519K | Buy |
435
+159
| +58% | +$190K | ﹤0.01% | 1950 |
|
2024
Q3 | $354K | Buy |
276
+15
| +6% | +$19.2K | ﹤0.01% | 2041 |
|
2024
Q2 | $310K | Sell |
261
-179
| -41% | -$213K | ﹤0.01% | 1959 |
|
2024
Q1 | $537K | Sell |
440
-178
| -29% | -$217K | ﹤0.01% | 1541 |
|
2023
Q4 | $739K | Buy |
618
+107
| +21% | +$128K | ﹤0.01% | 1290 |
|
2023
Q3 | $570K | Buy |
+511
| New | +$570K | ﹤0.01% | 1357 |
|