Cypress Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,564
| New | +$205K | 0.03% | 218 |
|
|
2021
Q4 | – | Sell |
-5,990
| Closed | -$278K | – | 344 |
|
|
2021
Q3 | $278K | Sell |
5,990
-107
| -2% | -$4.97K | 0.04% | 245 |
|
|
2021
Q2 | $276K | Sell |
6,097
-84
| -1% | -$3.8K | 0.04% | 247 |
|
|
2021
Q1 | $241K | Sell |
6,181
-7,238
| -54% | -$282K | 0.03% | 253 |
|
|
2020
Q4 | $405K | Sell |
13,419
-30
| -0.2% | -$905 | 0.06% | 212 |
|
|
2020
Q3 | $316K | Sell |
13,449
-16,136
| -55% | -$379K | 0.05% | 215 |
|
|
2020
Q2 | $758K | Sell |
29,585
-1,639
| -5% | -$42K | 0.14% | 131 |
|
|
2020
Q1 | $896K | Sell |
31,224
-1,849
| -6% | -$53.1K | 0.21% | 103 |
|
|
2019
Q4 | $1.78M | Buy |
33,073
+1,299
| +4% | +$69.9K | 0.32% | 82 |
|
|
2019
Q3 | $1.6M | Buy |
31,774
+3,575
| +13% | +$180K | 0.31% | 84 |
|
|
2019
Q2 | $1.34M | Sell |
28,199
-97
| -0.3% | -$4.59K | 0.26% | 93 |
|
|
2019
Q1 | $1.37M | Sell |
28,296
-12
| -0% | -$580 | 0.28% | 93 |
|
|
2018
Q4 | $1.3M | Sell |
28,308
-5,113
| -15% | -$236K | 0.3% | 87 |
|
|
2018
Q3 | $1.76M | Buy |
33,421
+300
| +0.9% | +$15.8K | 0.33% | 83 |
|
|
2018
Q2 | $1.84M | Sell |
33,121
-375
| -1% | -$20.8K | 0.38% | 81 |
|
|
2018
Q1 | $1.76M | Sell |
33,496
-150
| -0.4% | -$7.86K | 0.37% | 80 |
|
|
2017
Q4 | $2.04M | Sell |
33,646
-2,395
| -7% | -$145K | 0.42% | 74 |
|
|
2017
Q3 | $1.99M | Hold |
36,041
| – | – | 0.42% | 73 |
|
|
2017
Q2 | $2M | Buy |
36,041
+13,800
| +62% | +$765K | 0.44% | 73 |
|
|
2017
Q1 | $1.24M | Buy |
22,241
+291
| +1% | +$16.2K | 0.29% | 86 |
|
|
2016
Q4 | $1.21M | Sell |
21,950
-12,996
| -37% | -$716K | 0.29% | 85 |
|
|
2016
Q3 | $1.55M | Sell |
34,946
-92,882
| -73% | -$4.11M | 0.37% | 72 |
|
|
2016
Q2 | $6.05M | Sell |
127,828
-2,036
| -2% | -$96.4K | 1.42% | 24 |
|
|
2016
Q1 | $6.28M | Sell |
129,864
-9,235
| -7% | -$447K | 1.54% | 20 |
|
|
2015
Q4 | $7.56M | Buy |
139,099
+3,410
| +3% | +$185K | 1.82% | 14 |
|
|
2015
Q3 | $6.97M | Buy |
135,689
+1,295
| +1% | +$66.5K | 1.72% | 16 |
|
|
2015
Q2 | $7.56M | Buy |
134,394
+2,608
| +2% | +$147K | 1.74% | 13 |
|
|
2015
Q1 | $7.17M | Buy |
131,786
+3,315
| +3% | +$180K | 1.64% | 14 |
|
|
2014
Q4 | $7.04M | Sell |
128,471
-4,884
| -4% | -$268K | 1.63% | 13 |
|
|
2014
Q3 | $6.92M | Sell |
133,355
-2,543
| -2% | -$132K | 1.64% | 15 |
|
|
2014
Q2 | $7.14M | Sell |
135,898
-779
| -0.6% | -$40.9K | 1.67% | 13 |
|
|
2014
Q1 | $6.8M | Buy |
136,677
+21,818
| +19% | +$1.09M | 1.67% | 14 |
|
|
2013
Q4 | $5.22M | Sell |
114,859
-4,551
| -4% | -$207K | 1.28% | 24 |
|
|
2013
Q3 | $4.93M | Buy |
119,410
+364
| +0.3% | +$15K | 1.22% | 27 |
|
|
2013
Q2 | $4.91M | Buy |
+119,046
| New | +$4.91M | 1.03% | 33 |
|