Westshore Wealth’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
301
| – | – | 0.14% | 66 |
|
|
2025
Q1 | $361K | Hold |
301
| – | – | 0.15% | 60 |
|
|
2024
Q4 | $359K | Hold |
301
| – | – | 0.15% | 59 |
|
|
2024
Q3 | $386K | Buy |
301
+10
| +3% | +$12.8K | 0.16% | 52 |
|
|
2024
Q2 | $346K | Hold |
291
| – | – | 0.14% | 53 |
|
|
2024
Q1 | $355K | Hold |
291
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $348K | Sell |
291
-4
| -1% | -$4.78K | 0.16% | 49 |
|
|
2023
Q3 | $329K | Sell |
295
-11
| -4% | -$12.3K | 0.18% | 47 |
|
|
2023
Q2 | $353K | Buy |
306
+34
| +13% | +$39.2K | 0.18% | 52 |
|
|
2023
Q1 | $320K | Buy |
272
+4
| +1% | +$4.71K | 0.17% | 64 |
|
|
2022
Q4 | $318K | Buy |
+268
| New | +$318K | 0.18% | 65 |
|