Cypress Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $435K | Sell |
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|
2018
Q4 | $458K | Sell |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $560K | Sell |
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|
2018
Q1 | $536K | Buy |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $489K | Sell |
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|
2017
Q2 | $571K | Sell |
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|
2017
Q1 | $996K | Sell |
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|
2016
Q4 | $993K | Buy |
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|
2016
Q3 | $768K | Buy |
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|
2016
Q2 | $743K | Buy |
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|
2016
Q1 | $755K | Buy |
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|
2015
Q4 | $610K | Buy |
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|
2015
Q3 | $564K | Buy |
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|
2015
Q2 | $419K | Buy |
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