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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $701K | Hold |
8,800
| – | – | 0.27% | 36 |
|
|
2025
Q4 | $820K | Hold |
8,800
| – | – | 0.31% | 37 |
|
|
2025
Q3 | $738K | Sell |
8,800
-2,000
| -19% | -$162K | 0.28% | 37 |
|
|
2025
Q2 | $865K | Sell |
10,800
-21
| -0.2% | -$1.51K | 0.36% | 36 |
|
|
2025
Q1 | $777K | Buy |
10,821
+21
| +0.2% | +$1.58K | 0.35% | 35 |
|
|
2024
Q4 | $759K | Sell |
10,800
-500
| -4% | -$34.1K | 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% | -$43.2K | 0.24% | 41 |
|
|
2023
Q3 | $503K | Sell |
12,300
-5,000
| -29% | -$216K | 0.22% | 43 |
|
|
2023
Q2 | $738K | Hold |
17,300
| – | – | 0.34% | 41 |
|
|
2023
Q1 | $647K | Sell |
17,300
-500
| -3% | -$21.8K | 0.27% | 44 |
|
|
2022
Q4 | $735K | Sell |
17,800
-1,300
| -7% | -$57.5K | 0.32% | 43 |
|
|
2022
Q3 | $768K | Sell |
19,100
-3,300
| -15% | -$142K | 0.31% | 41 |
|
|
2022
Q2 | $877K | Sell |
22,400
-2,438
| -10% | -$107K | 0.29% | 40 |
|
|
2022
Q1 | $1.2M | Buy |
24,838
+2,438
| +11% | +$130K | 0.28% | 40 |
|
|
2021
Q4 | $1.07M | Sell |
22,400
-1,750
| -7% | -$86.2K | 0.23% | 41 |
|
|
2021
Q3 | $1.12M | Sell |
24,150
-1,250
| -5% | -$57.9K | 0.26% | 40 |
|
|
2021
Q2 | $1.15M | Hold |
25,400
| – | – | 0.27% | 43 |
|
|
2021
Q1 | $992K | Buy |
25,400
+3,000
| +13% | +$106K | 0.25% | 46 |
|
|
2020
Q4 | $676K | Buy |
+22,400
| New | +$580K | 0.25% | 45 |
|
|
2020
Q2 | $548K | Buy |
+21,400
| New | +$586K | 0.21% | 49 |
|
Other funds holding WFC
VCM
VPM
