Valeo Financial Advisors, LLC WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Number of Shares

81,721

Previous 81,935 0.26%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	N/A	-214 Reduced 0.26%	81,721 $0
Q4 2024 Jan 30, 2025	SELL	N/A	-8 Reduced 0.01%	81,935 $0
Q3 2024 Oct 10, 2024	BUY	N/A	300 Added 0.37%	81,943 $0
Q2 2024 Jul 10, 2024	SELL	N/A	-124 Reduced 0.15%	81,643 $0
Q1 2024 Apr 19, 2024	BUY	N/A	47 Added 0.06%	81,767 $0
Q4 2023 Jan 29, 2024	SELL	N/A	-116 Reduced 0.14%	81,720 $0
Q3 2023 Oct 19, 2023	SELL	N/A	-36 Reduced 0.04%	81,836 $0
Q2 2023 Jul 14, 2023	SELL	N/A	-50 Reduced 0.06%	81,872 $0
Q1 2023 Apr 17, 2023	SELL	N/A	-90 Reduced 0.11%	81,922 $0
Q4 2022 Feb 09, 2023	SELL	N/A	-65 Reduced 0.08%	82,012 $0
Q3 2022 Oct 31, 2022	BUY	N/A	81 Added 0.1%	82,077 $931,000
Q2 2022 Aug 03, 2022	BUY	N/A	62 Added 0.08%	81,996 $841,000
Q1 2022 Apr 28, 2022	BUY	N/A	81,934 New	81,934 $827,000
Q4 2020 Feb 11, 2021	SELL	N/A	-2,668 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	N/A	307 Added 13.0%	2,668 $3.58 Million
Q2 2020 Jul 20, 2020	SELL	N/A	-69 Reduced 2.84%	2,361 $3.06 Million
Q1 2020 Apr 13, 2020	SELL	N/A	-10 Reduced 0.41%	2,430 $3.28 Million
Q4 2019 Jan 24, 2020	SELL	N/A	-84 Reduced 3.33%	2,440 $3.54 Million
Q3 2019 Oct 15, 2019	SELL	N/A	-43 Reduced 1.68%	2,524 $3.84 Million
Q2 2019 Jul 10, 2019	BUY	N/A	189 Added 7.95%	2,567 $3.5 Million
Q1 2019 Apr 12, 2019	BUY	N/A	93 Added 4.07%	2,378 $3.07 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-125 Reduced 5.19%	2,285 $2.88 Million
Q3 2018 Nov 01, 2018	BUY	N/A	119 Added 5.19%	2,410 $3.07 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-795 Reduced 25.76%	2,291 $2.92 Million
Q1 2018 Apr 12, 2018	SELL	N/A	-272 Reduced 8.1%	3,086 $3.98 Million
Q4 2017 Feb 09, 2018	BUY	N/A	579 Added 20.83%	3,358 $4.4 Million
Q3 2017 Nov 14, 2017	BUY	N/A	2,779	2,779 $3.66 Million

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