Cypress Wealth Services’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Buy |
|
|||||
|
2025
Q2 | $1.31M | Sell |
|
|||||
|
2025
Q1 | $1.26M | Buy |
|
|||||
|
2024
Q4 | $1.12M | Buy |
|
|||||
|
2024
Q3 | $893K | Buy |
|
|||||
|
2024
Q2 | $939K | Buy |
|
|||||
|
2024
Q1 | $904K | Sell |
|
|||||
|
2023
Q4 | $802K | Sell |
|
|||||
|
2023
Q3 | $669K | Buy |
|
|||||
|
2023
Q2 | $732K | Buy |
|
|||||
|
2023
Q1 | $529K | Buy |
|
|||||
|
2022
Q4 | $552K | Sell |
|
|||||
|
2022
Q3 | $577K | Sell |
|
|||||
|
2022
Q2 | $1.79M | Buy |
|
|||||
|
2022
Q1 | $2.1M | Buy |
|
|||||
|
2021
Q4 | $2M | Sell |
|
|||||
|
2021
Q3 | $2.19M | Sell |
|
|||||
|
2021
Q2 | $2.2M | Sell |
|
|||||
|
2021
Q1 | $1.95M | Sell |
|
|||||
|
2020
Q4 | $1.6M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | $1.46M | Sell |
|
|||||
|
2019
Q4 | $2.9M | Sell |
|
|||||
|
2019
Q3 | $3.31M | Buy |
|
|||||
|
2019
Q2 | $748K | Buy |
|
|||||
|
2019
Q1 | $591K | Buy |
|
|||||
|
2018
Q4 | $500K | Sell |
|
|||||
|
2018
Q3 | $661K | Buy |
|
|||||
|
2018
Q2 | $682K | Sell |
|
|||||
|
2018
Q1 | $694K | Sell |
|
|||||
|
2017
Q4 | $943K | Buy |
|