Wells Fargo & Company shares owned by Cumberland Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cumberland Advisors
from 13F filings
Historical chart of Cumberland Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cumberland Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Cumberland Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $638k | 11k | 56.49 |
2024-06-30 | $671k | 11k | 59.39 |
2024-03-31 | $655k | 11k | 57.96 |
2023-12-31 | $556k | 11k | 49.22 |
2023-09-30 | $503k | 12k | 40.86 |
2023-06-30 | $738k | 17k | 42.68 |
2023-03-31 | $647k | 17k | 37.38 |
2022-12-31 | $735k | 18k | 41.29 |
2022-09-30 | $768k | 19k | 40.21 |
2022-06-30 | $877k | 22k | 39.15 |
2022-03-31 | $1.2M | 25k | 48.47 |
2021-12-31 | $1.1M | 22k | 47.99 |
2021-09-30 | $1.1M | 24k | 46.42 |
2021-06-30 | $1.2M | 25k | 45.28 |
2021-03-31 | $992k | 25k | 39.06 |
2020-12-31 | $676k | 22k | 30.18 |
2020-06-30 | $548k | 21k | 25.61 |