Cumberland Advisors Inc Wells Fargo & Company Transaction History

Cumberland Advisors Inc

$238 Million
Q2 2025

A detailed history of Cumberland Advisors Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Cumberland Advisors Inc holds 10,800 shares of WFC stock, worth $832,140. This represents 0.36% of its overall portfolio holdings.

Number of Shares

10,800

Previous 10,821 0.19%

Holding current value

$832,140

Previous $776,000 11.47%

% of portfolio

0.36%

Previous 0.35%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$60.98 - $80.12 $1,280 - $1,682	-21 Reduced 0.19%	10,800 $865,000
Q1 2025 May 09, 2025	BUY	$66.78 - $81.42 $1,402 - $1,709	21 Added 0.19%	10,821 $776,000
Q4 2024 Jan 08, 2025	SELL	$54.98 - $77.35 $27,490 - $38,675	-500 Reduced 4.42%	10,800 $758,000
Q4 2023 Jan 29, 2024	SELL	$38.67 - $50.51 $38,670 - $50,510	-1,000 Reduced 8.13%	11,300 $556,000
Q3 2023 Oct 23, 2023	SELL	$40.43 - $47.13 $202,150 - $235,650	-5,000 Reduced 28.9%	12,300 $502,000
Q1 2023 Apr 28, 2023	SELL	$36.23 - $48.5 $18,115 - $24,250	-500 Reduced 2.81%	17,300 $646,000
Q4 2022 Jan 30, 2023	SELL	$40.23 - $47.95 $52,298 - $62,335	-1,300 Reduced 6.81%	17,800 $734,000
Q3 2022 Oct 24, 2022	SELL	$1.55 - $45.53 $5,115 - $150,249	-3,300 Reduced 14.73%	19,100 $768,000
Q2 2022 Jul 20, 2022	SELL	$37.43 - $49.33 $91,254 - $120,266	-2,438 Reduced 9.82%	22,400 $877,000
Q1 2022 Apr 19, 2022	BUY	$45.81 - $59.06 $111,684 - $143,988	2,438 Added 10.88%	24,838 $1.2 Million
Q4 2021 Jan 27, 2022	SELL	$45.31 - $52.0 $79,292 - $91,000	-1,750 Reduced 7.25%	22,400 $1.08 Million
Q3 2021 Oct 26, 2021	SELL	$42.32 - $51.15 $52,900 - $63,937	-1,250 Reduced 4.92%	24,150 $1.12 Million
Q1 2021 Apr 20, 2021	BUY	$29.7 - $40.81 $89,100 - $122,430	3,000 Added 13.39%	25,400 $992,000
Q4 2020 Jan 20, 2021	BUY	$21.14 - $30.35 $21,140 - $30,350	1,000 Added 4.67%	22,400 $676,000
Q2 2020 Jul 20, 2020	BUY	$22.53 - $33.32 $482,142 - $713,048	21,400 New	21,400 $548,000

Others Institutions Holding WFC

# of Institutions

2,979

Shares Held

2.29B

Call Options Held

46.6M

Put Options Held

47M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $292B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

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Cumberland Advisors Inc Wells Fargo & Company Transaction History