Wells Fargo & Company shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $904k | 16k | 57.96 |
| 2023-12-31 | $802k | 16k | 49.22 |
| 2023-09-30 | $669k | 16k | 40.86 |
| 2023-06-30 | $732k | 16k | 44.74 |
| 2023-03-31 | $529k | 14k | 37.38 |
| 2022-12-31 | $552k | 13k | 41.29 |
| 2022-09-30 | $577k | 14k | 41.76 |
| 2022-06-30 | $1.8M | 46k | 39.18 |
| 2022-03-31 | $2.1M | 43k | 48.46 |
| 2021-12-31 | $2.0M | 42k | 47.98 |
| 2021-09-30 | $2.2M | 47k | 46.41 |
| 2021-06-30 | $2.2M | 49k | 45.29 |
| 2021-03-31 | $2.0M | 50k | 39.07 |
| 2020-12-31 | $1.6M | 55k | 30.18 |
| 2020-09-30 | $1.3M | 53k | 23.50 |
| 2020-06-30 | $1.4M | 55k | 25.60 |
| 2020-03-31 | $1.5M | 51k | 28.69 |
| 2019-12-31 | $2.9M | 54k | 53.81 |
| 2019-09-30 | $3.3M | 66k | 50.44 |
| 2019-06-30 | $748k | 16k | 47.33 |
| 2019-03-31 | $591k | 12k | 48.34 |
| 2018-12-31 | $500k | 11k | 46.07 |
| 2018-09-30 | $661k | 13k | 52.58 |
| 2018-06-30 | $682k | 12k | 55.40 |
| 2018-03-31 | $694k | 13k | 52.39 |
| 2017-12-31 | $943k | 16k | 60.70 |