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