CERTUITY, LLC WFC Holdings History

Number of Shares
312,591.00
Current Holdings Value*
$22.44 Mil
% of Portfolio
2.35%
Total Estimate Gain
$11.28 Mil
% of Total Estimate Gain
78.76%

CERTUITY, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, CERTUITY, LLC held 312,591.00 shares of Wells Fargo & Co(WFC), totaling $22.44 Mil. This investment constitutes 2.35% of their stock portfolio, and CERTUITY, LLC now holds 0.01% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2021Q1. And since then CERTUITY, LLC has made 9 purchases of WFC, at an average price of $44.62, for a total of 320,920.00 shares. In addition, there have been 3 sales at an average price of $46.73 for 8,329.00 shares. Based on historical transaction data and WFC's current price of $80.64, CERTUITY, LLC's estimated gain on his WFC holdings is $11.28 Mil, reflecting a 78.76% gain to date.

CERTUITY, LLC WFC ($80.64) Holding Chart

CERTUITY, LLC WFC ($80.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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