Ownership history in CERTUITY, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 312,131 | +301 | +0.1% | 1.83% | $29.1M | $92.74 |
| 2025 Q3 | REDUCED | 311,830 | -616 | -0.2% | 1.79% | $26.1M | $82.97 |
| 2025 Q2 | REDUCED | 312,446 | -145 | -0.0% | 2.35% | $25.0M | $78.85 |
| 2025 Q1 | REDUCED | 312,591 | -29 | -0.0% | 2.35% | $22.4M | $70.26 |
| 2024 Q4 | ADDED | 312,620 | +5,709 | +1.9% | 2.39% | $22.0M | $68.41 |
| 2024 Q3 | ADDED | 306,911 | +313 | +0.1% | 1.87% | $17.3M | $54.70 |
| 2024 Q2 | ADDED | 306,598 | +2,278 | +0.7% | 1.45% | $18.2M | $57.08 |
| 2024 Q1 | REDUCED | 304,320 | -2,242 | -0.7% | 1.55% | $17.6M | $55.38 |
| 2023 Q4 | ADDED | 306,562 | +655 | +0.2% | 1.53% | $15.1M | $46.70 |
| 2023 Q3 | ADDED | 305,907 | +484 | +0.2% | 1.47% | $12.5M | $38.43 |
As of 2025 Q4 — sorted by position size