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 $730,884. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,300
Previous 11,300 -0.0%
Holding current value
$730,884
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 $245B
  • 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
Track This Portfolio

Track Cumberland Advisors Inc Portfolio

Follow Cumberland Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Advisors Inc with notifications on news.