Cumberland Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $655K | Hold |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $735K | Sell |
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|
2022
Q3 | $768K | Sell |
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|
2022
Q2 | $877K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $992K | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q2 | $548K | Buy |
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