Cypress Capital Management (Delaware)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,997
| Closed | -$287K | – | 165 |
|
|
2020
Q1 | $287K | Hold |
9,997
| – | – | 0.06% | 133 |
|
|
2019
Q4 | $538K | Sell |
9,997
-200
| -2% | -$10.8K | 0.08% | 120 |
|
|
2019
Q3 | $514K | Sell |
10,197
-1,150
| -10% | -$58K | 0.08% | 117 |
|
|
2019
Q2 | $537K | Sell |
11,347
-986
| -8% | -$46.7K | 0.09% | 117 |
|
|
2019
Q1 | $596K | Sell |
12,333
-2,750
| -18% | -$133K | 0.11% | 106 |
|
|
2018
Q4 | $695K | Hold |
15,083
| – | – | 0.14% | 89 |
|
|
2018
Q3 | $793K | Sell |
15,083
-270
| -2% | -$14.2K | 0.14% | 91 |
|
|
2018
Q2 | $851K | Sell |
15,353
-3,181
| -17% | -$176K | 0.16% | 79 |
|
|
2018
Q1 | $971K | Sell |
18,534
-1,732
| -9% | -$90.7K | 0.19% | 69 |
|
|
2017
Q4 | $1.23M | Buy |
20,266
+703
| +4% | +$42.7K | 0.24% | 61 |
|
|
2017
Q3 | $1.08M | Buy |
19,563
+515
| +3% | +$28.4K | 0.23% | 62 |
|
|
2017
Q2 | $1.06M | Buy |
19,048
+4,450
| +30% | +$246K | 0.25% | 56 |
|
|
2017
Q1 | $813K | Buy |
14,598
+4,851
| +50% | +$270K | 0.21% | 57 |
|
|
2016
Q4 | $537K | Buy |
9,747
+4,870
| +100% | +$268K | 0.14% | 67 |
|
|
2016
Q3 | $216K | Buy |
+4,877
| New | +$216K | 0.07% | 67 |
|
|
2016
Q1 | – | Sell |
-3,849
| Closed | -$209K | – | 72 |
|
|
2015
Q4 | $209K | Buy |
+3,849
| New | +$209K | 0.06% | 69 |
|
|
2015
Q3 | – | Sell |
-3,771
| Closed | -$212K | – | 74 |
|
|
2015
Q2 | $212K | Hold |
3,771
| – | – | 0.06% | 67 |
|
|
2015
Q1 | $205K | Buy |
+3,771
| New | +$205K | 0.06% | 66 |
|