Cumberland Advisors’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$865K	Sell	10,800 -21	-0.2%	-$1.68K	0.36%	36
2025 Q1	$777K	Buy	10,821 +21	+0.2%	+$1.51K	0.35%	35
2024 Q4	$759K	Sell	10,800 -500	-4%	-$35.1K	0.3%	36
2024 Q3	$638K	Hold	11,300	–	–	0.25%	38
2024 Q2	$671K	Hold	11,300	–	–	0.27%	40
2024 Q1	$655K	Hold	11,300	–	–	0.24%	45
2023 Q4	$556K	Sell	11,300 -1,000	-8%	-$49.2K	0.24%	41
2023 Q3	$503K	Sell	12,300 -5,000	-29%	-$204K	0.22%	43
2023 Q2	$738K	Hold	17,300	–	–	0.34%	41
2023 Q1	$647K	Sell	17,300 -500	-3%	-$18.7K	0.27%	44
2022 Q4	$735K	Sell	17,800 -1,300	-7%	-$53.7K	0.32%	43
2022 Q3	$768K	Sell	19,100 -3,300	-15%	-$133K	0.31%	41
2022 Q2	$877K	Sell	22,400 -2,438	-10%	-$95.5K	0.29%	40
2022 Q1	$1.2M	Buy	24,838 +2,438	+11%	+$118K	0.28%	40
2021 Q4	$1.08M	Sell	22,400 -1,750	-7%	-$84K	0.23%	41
2021 Q3	$1.12M	Sell	24,150 -1,250	-5%	-$58K	0.26%	40
2021 Q2	$1.15M	Hold	25,400	–	–	0.27%	43
2021 Q1	$992K	Buy	25,400 +3,000	+13%	+$117K	0.25%	46
2020 Q4	$676K	Buy	+22,400	New	+$676K	0.25%	45
2020 Q2	$548K	Buy	+21,400	New	+$548K	0.21%	49