CYPRESS WEALTH SERVICES, LLC – Wells Fargo & Company Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$577,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -69.71% | -31.79K shares | -1.21M | $40.22 | 13.81K |
| Q2 2022 | share | Increase | +9.15% | 3.82K shares | -218K | $39.17 | 45.61K |
| Q4 2021 | share | Decrease | -11.48% | -5.42K shares | -186K | $48.1 | 41.78K |
| Q3 2021 | share | Decrease | -2.64% | -1.27K shares | -5K | $46.23 | 47.20K |
| Q2 2021 | share | Decrease | -3.06% | -1.53K shares | 242K | $44.92 | 48.48K |
| Q1 2021 | share | Decrease | -5.46% | -2.89K shares | 357K | $38.67 | 50.01K |
| Q4 2020 | put | Decrease | -100.00% | -53.18K shares | -1.25M | $29.78 | 0 |
| Q4 2020 | share | Increase | 0.00% | 52.90K shares | 1.59M | $29.78 | 52.90K |
| Q3 2020 | put | Increase | 0.00% | 53.18K shares | 1.25M | $23.09 | 53.18K |
| Q3 2020 | share | Decrease | -100.00% | -54.45K shares | -1.39M | $23.09 | 0 |
| Q2 2020 | share | Increase | +7.30% | 3.70K shares | -62K | $25.04 | 54.45K |
| Q1 2020 | share | Decrease | -5.91% | -3.18K shares | -1.44M | $27.52 | 50.74K |
| Q4 2019 | share | Decrease | -17.89% | -11.75K shares | -411K | $51.05 | 53.93K |
| Q3 2019 | share | Increase | +315.65% | 49.88K shares | 2.56M | $47.41 | 65.68K |
| Q2 2019 | share | Increase | +29.26% | 3.57K shares | 157K | $43.99 | 15.80K |
| Q1 2019 | share | Increase | +12.66% | 1.37K shares | 91K | $44.49 | 12.22K |
| Q4 2018 | share | Decrease | -13.68% | -1.72K shares | -161K | $42.05 | 10.85K |
| Q3 2018 | share | Increase | +2.13% | 262 shares | -21K | $47.57 | 12.57K |
| Q2 2018 | share | Decrease | -7.07% | -936 shares | -12K | $49.81 | 12.31K |
| Q1 2018 | share | Decrease | -14.74% | -2.29K shares | -249K | $46.74 | 13.24K |
| Q4 2017 | share | Increase | 0.00% | 15.53K shares | 943K | $53.78 | 15.53K |