CWS
Cypress Wealth Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
16,335
-1,242
| -7% | -$99.5K | 0.23% | 82 |
|
|
2025
Q1 | $1.26M | Buy |
17,577
+1,573
| +10% | +$113K | 0.26% | 74 |
|
|
2024
Q4 | $1.12M | Buy |
16,004
+189
| +1% | +$13.3K | 0.23% | 77 |
|
|
2024
Q3 | $893K | Buy |
15,815
+13
| +0.1% | +$734 | 0.18% | 93 |
|
|
2024
Q2 | $939K | Buy |
15,802
+206
| +1% | +$12.2K | 0.21% | 81 |
|
|
2024
Q1 | $904K | Sell |
15,596
-706
| -4% | -$40.9K | 0.21% | 83 |
|
|
2023
Q4 | $802K | Sell |
16,302
-75
| -0.5% | -$3.69K | 0.2% | 90 |
|
|
2023
Q3 | $669K | Buy |
16,377
+16
| +0.1% | +$654 | 0.19% | 105 |
|
|
2023
Q2 | $732K | Buy |
16,361
+2,218
| +16% | +$99.2K | 0.19% | 99 |
|
|
2023
Q1 | $529K | Buy |
14,143
+786
| +6% | +$29.4K | 0.15% | 118 |
|
|
2022
Q4 | $552K | Sell |
13,357
-459
| -3% | -$19K | 0.18% | 106 |
|
|
2022
Q3 | $577K | Sell |
13,816
-31,796
| -70% | -$1.33M | 0.2% | 99 |
|
|
2022
Q2 | $1.79M | Buy |
45,612
+2,195
| +5% | +$86K | 0.57% | 43 |
|
|
2022
Q1 | $2.1M | Buy |
43,417
+1,629
| +4% | +$78.9K | 0.57% | 43 |
|
|
2021
Q4 | $2.01M | Sell |
41,788
-5,421
| -11% | -$260K | 0.55% | 48 |
|
|
2021
Q3 | $2.19M | Sell |
47,209
-1,278
| -3% | -$59.3K | 0.66% | 42 |
|
|
2021
Q2 | $2.2M | Sell |
48,487
-1,531
| -3% | -$69.3K | 0.6% | 43 |
|
|
2021
Q1 | $1.95M | Sell |
50,018
-2,890
| -5% | -$113K | 0.41% | 54 |
|
|
2020
Q4 | $1.6M | Buy |
+52,908
| New | +$1.6M | 0.36% | 57 |
|
|
2020
Q3 | – | Sell |
-54,453
| Closed | -$1.39M | – | 255 |
|
|
2020
Q2 | $1.39M | Buy |
54,453
+3,704
| +7% | +$94.8K | 0.33% | 73 |
|
|
2020
Q1 | $1.46M | Sell |
50,749
-3,186
| -6% | -$91.4K | 0.43% | 68 |
|
|
2019
Q4 | $2.9M | Sell |
53,935
-11,750
| -18% | -$632K | 0.73% | 43 |
|
|
2019
Q3 | $3.31M | Buy |
65,685
+49,882
| +316% | +$2.52M | 0.91% | 34 |
|
|
2019
Q2 | $748K | Buy |
15,803
+3,577
| +29% | +$169K | 0.22% | 108 |
|
|
2019
Q1 | $591K | Buy |
12,226
+1,374
| +13% | +$66.4K | 0.19% | 110 |
|
|
2018
Q4 | $500K | Sell |
10,852
-1,720
| -14% | -$79.2K | 0.2% | 108 |
|
|
2018
Q3 | $661K | Buy |
12,572
+262
| +2% | +$13.8K | 0.24% | 98 |
|
|
2018
Q2 | $682K | Sell |
12,310
-936
| -7% | -$51.9K | 0.26% | 96 |
|
|
2018
Q1 | $694K | Sell |
13,246
-2,290
| -15% | -$120K | 0.3% | 88 |
|
|
2017
Q4 | $943K | Buy |
+15,536
| New | +$943K | 0.39% | 70 |
|