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Wells Fargo & Company shares owned by Cypress Wealth Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cypress Wealth Advisors from 13F filings

Historical chart of Cypress Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Cypress Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Cypress Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $435k 9.0k 48.27
2018-12-31 $458k 9.9k 46.13
2018-09-30 $527k 10k 52.54
2018-06-30 $560k 10k 55.47
2018-03-31 $536k 10k 52.44
2017-12-31 $565k 9.3k 60.72
2017-09-30 $489k 8.9k 55.20
2017-06-30 $571k 10k 55.39
2017-03-31 $996k 18k 55.67
2016-12-31 $993k 18k 55.12
2016-09-30 $768k 17k 44.28
2016-06-30 $743k 16k 47.33
2016-03-31 $755k 16k 48.39
2015-12-31 $610k 11k 54.39
2015-09-30 $564k 11k 51.37
2015-06-30 $419k 7.5k 56.18