A detailed history of Cypress Wealth Services, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 15,815 shares of WFC stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,815
Previous 15,802 0.08%
Holding current value
$1.13 Million
Previous $938,000 4.9%
% of portfolio
0.19%
Previous 0.21%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$51.58 - $60.97 $670 - $792
13 Added 0.08%
15,815 $892,000
Q2 2024

Jul 12, 2024

BUY
$56.41 - $62.34 $11,620 - $12,842
206 Added 1.32%
15,802 $938,000
Q1 2024

Apr 15, 2024

SELL
$46.44 - $57.96 $32,786 - $40,919
-706 Reduced 4.33%
15,596 $903,000
Q4 2023

Jan 10, 2024

SELL
$38.67 - $50.51 $2,900 - $3,788
-75 Reduced 0.46%
16,302 $802,000
Q3 2023

Oct 13, 2023

BUY
$40.43 - $47.13 $646 - $754
16 Added 0.1%
16,377 $669,000
Q2 2023

Jul 21, 2023

BUY
$36.72 - $42.68 $81,444 - $94,664
2,218 Added 15.68%
16,361 $698,000
Q1 2023

Apr 07, 2023

BUY
$36.23 - $48.5 $28,476 - $38,121
786 Added 5.88%
14,143 $528,000
Q4 2022

Jan 18, 2023

SELL
$40.23 - $47.95 $18,465 - $22,009
-459 Reduced 3.32%
13,357 $0
Q3 2022

Oct 14, 2022

SELL
$1.55 - $45.53 $49,283 - $1.45 Million
-31,796 Reduced 69.71%
13,816 $577,000
Q2 2022

Jul 27, 2022

BUY
$37.43 - $49.33 $82,158 - $108,279
2,195 Added 5.06%
45,612 $1.79 Million
Q1 2022

Apr 22, 2022

BUY
$45.81 - $59.06 $74,624 - $96,208
1,629 Added 3.9%
43,417 $2.1 Million
Q4 2021

Jan 19, 2022

SELL
$45.31 - $52.0 $245,625 - $281,892
-5,421 Reduced 11.48%
41,788 $2.01 Million
Q3 2021

Oct 13, 2021

SELL
$42.32 - $51.15 $54,084 - $65,369
-1,278 Reduced 2.64%
47,209 $2.19 Million
Q2 2021

Jul 14, 2021

SELL
$39.48 - $47.9 $60,443 - $73,334
-1,531 Reduced 3.06%
48,487 $2.2 Million
Q1 2021

Apr 28, 2021

SELL
$29.7 - $40.81 $85,833 - $117,940
-2,890 Reduced 5.46%
50,018 $1.95 Million
Q4 2020

Jan 22, 2021

SELL
$21.14 - $30.35 $32,661 - $46,890
-1,545 Reduced 2.84%
52,908 $1.6 Million
Q2 2020

Jul 15, 2020

BUY
$22.53 - $33.32 $83,451 - $123,417
3,704 Added 7.3%
54,453 $1.39 Million
Q1 2020

Apr 10, 2020

SELL
$25.25 - $53.75 $80,446 - $171,247
-3,186 Reduced 5.91%
50,749 $1.46 Million
Q4 2019

Jan 14, 2020

SELL
$47.82 - $54.46 $561,885 - $639,905
-11,750 Reduced 17.89%
53,935 $2.9 Million
Q3 2019

Oct 16, 2019

BUY
$43.38 - $50.71 $2.16 Million - $2.53 Million
49,882 Added 315.65%
65,685 $3.31 Million
Q2 2019

Jul 24, 2019

BUY
$44.37 - $49.17 $158,711 - $175,881
3,577 Added 29.26%
15,803 $748,000
Q1 2019

Apr 19, 2019

BUY
$46.57 - $51.73 $63,987 - $71,077
1,374 Added 12.66%
12,226 $591,000
Q4 2018

Jan 22, 2019

SELL
$43.6 - $54.46 $74,992 - $93,671
-1,720 Reduced 13.68%
10,852 $500,000
Q3 2018

Oct 19, 2018

BUY
$52.56 - $59.19 $13,770 - $15,507
262 Added 2.13%
12,572 $661,000
Q2 2018

Aug 06, 2018

SELL
$50.39 - $56.18 $47,165 - $52,584
-936 Reduced 7.07%
12,310 $682,000
Q1 2018

May 01, 2018

SELL
$50.98 - $65.93 $116,744 - $150,979
-2,290 Reduced 14.74%
13,246 $694,000
Q4 2017

Feb 05, 2018

BUY
$53.19 - $61.61 $826,359 - $957,172
15,536
15,536 $943,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $272B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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