Cerity Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.3M | Buy |
939,515
+55,433
| +6% | +$4.44M | 0.13% | 153 |
|
|
2025
Q1 | $63.5M | Buy |
884,082
+34,516
| +4% | +$2.48M | 0.13% | 155 |
|
|
2024
Q4 | $57.7M | Buy |
849,566
+15,855
| +2% | +$1.08M | 0.13% | 153 |
|
|
2024
Q3 | $47.1M | Buy |
833,711
+84,768
| +11% | +$4.79M | 0.1% | 176 |
|
|
2024
Q2 | $44.5M | Sell |
748,943
-72,495
| -9% | -$4.31M | 0.12% | 160 |
|
|
2024
Q1 | $48.1M | Buy |
821,438
+371,436
| +83% | +$21.7M | 0.13% | 164 |
|
|
2023
Q4 | $22.1M | Buy |
450,002
+176,638
| +65% | +$8.69M | 0.07% | 224 |
|
|
2023
Q3 | $11.2M | Sell |
273,364
-100,922
| -27% | -$4.12M | 0.05% | 273 |
|
|
2023
Q2 | $16M | Buy |
374,286
+44,179
| +13% | +$1.89M | 0.06% | 271 |
|
|
2023
Q1 | $12.4M | Buy |
330,107
+30,564
| +10% | +$1.15M | 0.03% | 323 |
|
|
2022
Q4 | $12.6M | Buy |
299,543
+155,093
| +107% | +$6.51M | 0.08% | 228 |
|
|
2022
Q3 | $5.81M | Buy |
144,450
+7,671
| +6% | +$309K | 0.07% | 217 |
|
|
2022
Q2 | $5.36M | Buy |
136,779
+46,970
| +52% | +$1.84M | 0.06% | 238 |
|
|
2022
Q1 | $4.35M | Buy |
89,809
+84,031
| +1,454% | +$4.07M | 0.07% | 211 |
|
|
2021
Q4 | $6.61M | Sell |
5,778
-125,403
| -96% | -$144M | 0.1% | 169 |
|
|
2021
Q3 | $6.09M | Buy |
131,181
+4,778
| +4% | +$222K | 0.13% | 141 |
|
|
2021
Q2 | $5.73M | Buy |
126,403
+7,605
| +6% | +$344K | 0.13% | 148 |
|
|
2021
Q1 | $4.64M | Buy |
118,798
+1,405
| +1% | +$54.9K | 0.11% | 154 |
|
|
2020
Q4 | $3.54M | Sell |
117,393
-3,886
| -3% | -$117K | 0.11% | 147 |
|
|
2020
Q3 | $2.85M | Buy |
121,279
+20,687
| +21% | +$486K | 0.12% | 136 |
|
|
2020
Q2 | $2.57M | Sell |
100,592
-87,094
| -46% | -$2.23M | 0.14% | 120 |
|
|
2020
Q1 | $5.39M | Buy |
187,686
+10,084
| +6% | +$289K | 0.34% | 58 |
|
|
2019
Q4 | $9.56M | Sell |
177,602
-6,392
| -3% | -$344K | 0.49% | 41 |
|
|
2019
Q3 | $9.28M | Buy |
183,994
+4,754
| +3% | +$240K | 0.54% | 44 |
|
|
2019
Q2 | $8.48M | Buy |
179,240
+106,353
| +146% | +$5.03M | 0.53% | 43 |
|
|
2019
Q1 | $3.52M | Buy |
72,887
+1,251
| +2% | +$60.5K | 0.24% | 89 |
|
|
2018
Q4 | $3.3M | Sell |
71,636
-2,061
| -3% | -$95K | 0.22% | 102 |
|
|
2018
Q3 | $3.87M | Buy |
73,697
+1,613
| +2% | +$84.8K | 0.27% | 98 |
|
|
2018
Q2 | $4M | Buy |
72,084
+16,713
| +30% | +$926K | 0.3% | 86 |
|
|
2018
Q1 | $2.9M | Sell |
55,371
-25,055
| -31% | -$1.31M | 0.22% | 119 |
|
|
2017
Q4 | $4.88M | Sell |
80,426
-14,590
| -15% | -$885K | 0.33% | 70 |
|
|
2017
Q3 | $5.24M | Buy |
95,016
+88,102
| +1,274% | +$4.86M | 0.37% | 55 |
|
|
2017
Q2 | $424K | Sell |
6,914
-118,966
| -95% | -$7.3M | 0.04% | 247 |
|
|
2017
Q1 | $7.01M | Buy |
125,880
+77,572
| +161% | +$4.32M | 0.58% | 27 |
|
|
2016
Q4 | $2.66M | Buy |
+48,308
| New | +$2.66M | 3.66% | 2 |
|