Certuity’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 | $25M | Sell |
312,446
-145
| -0% | -$11.6K | 2.35% | 9 |
|
|
2025
Q1 | $22.4M | Sell |
312,591
-29
| -0% | -$2.08K | 2.35% | 10 |
|
|
2024
Q4 | $22M | Buy |
312,620
+5,709
| +2% | +$401K | 2.39% | 10 |
|
|
2024
Q3 | $17.3M | Buy |
306,911
+313
| +0.1% | +$17.7K | 1.87% | 14 |
|
|
2024
Q2 | $18.2M | Buy |
306,598
+2,278
| +0.7% | +$135K | 1.45% | 18 |
|
|
2024
Q1 | $17.6M | Sell |
304,320
-2,242
| -0.7% | -$130K | 1.55% | 18 |
|
|
2023
Q4 | $15.1M | Buy |
306,562
+655
| +0.2% | +$32.2K | 1.53% | 18 |
|
|
2023
Q3 | $12.5M | Buy |
305,907
+484
| +0.2% | +$19.8K | 1.47% | 20 |
|
|
2023
Q2 | $13M | Buy |
305,423
+1,307
| +0.4% | +$55.8K | 1.48% | 20 |
|
|
2023
Q1 | $11.4M | Buy |
304,116
+283
| +0.1% | +$10.6K | 1.68% | 20 |
|
|
2022
Q4 | $12.5M | Buy |
+303,833
| New | +$12.5M | 1.99% | 18 |
|
|
2021
Q2 | – | Sell |
-6,058
| Closed | -$237K | – | 365 |
|
|
2021
Q1 | $237K | Buy |
+6,058
| New | +$237K | 0.06% | 250 |
|