A detailed history of Cumberland Advisors Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Cumberland Advisors Inc holds 11,300 shares of WFC stock, worth $794,842. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,300
Previous 11,300 -0.0%
Holding current value
$794,842
Previous $671,000 5.07%
% of portfolio
0.25%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $267B
  • 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...
More about WFC
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