Cerity Partners
WF icon

Cerity Partners’s Woori Financial WF Stock Holding History

Cerity Partners’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.48M Sell
67,205
-2,615
-4% -$176K 0.01% 1066
2025
Q4 		$4.1M Buy
69,820
+5,918
+9% +$330K 0.01% 1022
2025
Q3 		$3.59M Sell
63,902
-2,377
-4% -$130K 0.01% 1021
2025
Q2 		$3.3M Sell
66,279
-1,924
-3% -$76.1K 0.01% 998
2025
Q1 		$2.28M Buy
68,203
+27,616
+68% +$922K ﹤0.01% 1055
2024
Q4 		$1.3M Sell
40,587
-1,428
-3% -$49.2K ﹤0.01% 1300
2024
Q3 		$1.5M Buy
42,015
+22,196
+112% +$766K ﹤0.01% 1218
2024
Q2 		$635K Sell
19,819
-10,280
-34% -$322K ﹤0.01% 1425
2024
Q1 		$976K Buy
30,099
+4,762
+19% +$153K ﹤0.01% 1291
2023
Q4 		$766K Buy
25,337
+4,773
+23% +$137K ﹤0.01% 1087
2023
Q3 		$564K Buy
20,564
+500
+2% +$13.5K ﹤0.01% 936
2023
Q2 		$541K Buy
20,064
+1,411
+8% +$38.1K ﹤0.01% 1144
2023
Q1 		$2.36M Sell
18,653
-2,186
-10% -$62.6K 0.01% 675
2022
Q4 		$574K Sell
20,839
-70
-0.3% -$1.87K ﹤0.01% 882
2022
Q3 		$466K Buy
20,909
+1,991
+11% +$52.3K 0.01% 738
2022
Q2 		$535K Buy
+18,918
New +$665K 0.01% 723
2022
Q1 		– Sell
-18,038
Closed -$584K – 1125
2021
Q4 		$584K Buy
+18,038
New +$587K 0.01% 551

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