KCM
Kanawha Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
14,170
+900
| +7% | +$72.1K | 0.08% | 111 |
|
|
2025
Q1 | $953K | Sell |
13,270
-244
| -2% | -$17.5K | 0.07% | 126 |
|
|
2024
Q4 | $949K | Sell |
13,514
-835
| -6% | -$58.7K | 0.07% | 118 |
|
|
2024
Q3 | $811K | Sell |
14,349
-4,597
| -24% | -$260K | 0.06% | 136 |
|
|
2024
Q2 | $1.13M | Sell |
18,946
-980
| -5% | -$58.2K | 0.09% | 118 |
|
|
2024
Q1 | $1.15M | Buy |
19,926
+1,738
| +10% | +$101K | 0.09% | 115 |
|
|
2023
Q4 | $895K | Sell |
18,188
-2,951
| -14% | -$145K | 0.08% | 114 |
|
|
2023
Q3 | $864K | Sell |
21,139
-30,903
| -59% | -$1.26M | 0.08% | 114 |
|
|
2023
Q2 | $2.22M | Sell |
52,042
-4,628
| -8% | -$198K | 0.2% | 81 |
|
|
2023
Q1 | $2.12M | Sell |
56,670
-4,683
| -8% | -$175K | 0.2% | 82 |
|
|
2022
Q4 | $2.53M | Sell |
61,353
-516
| -0.8% | -$21.3K | 0.25% | 75 |
|
|
2022
Q3 | $2.49M | Sell |
61,869
-3,015
| -5% | -$121K | 0.27% | 72 |
|
|
2022
Q2 | $2.54M | Sell |
64,884
-4,430
| -6% | -$174K | 0.26% | 76 |
|
|
2022
Q1 | $3.36M | Sell |
69,314
-625
| -0.9% | -$30.3K | 0.3% | 72 |
|
|
2021
Q4 | $3.36M | Sell |
69,939
-4,185
| -6% | -$201K | 0.28% | 73 |
|
|
2021
Q3 | $3.44M | Sell |
74,124
-5,085
| -6% | -$236K | 0.32% | 70 |
|
|
2021
Q2 | $3.59M | Buy |
79,209
+61
| +0.1% | +$2.76K | 0.33% | 70 |
|
|
2021
Q1 | $3.09M | Sell |
79,148
-16,087
| -17% | -$628K | 0.3% | 70 |
|
|
2020
Q4 | $2.87M | Sell |
95,235
-103,620
| -52% | -$3.13M | 0.3% | 71 |
|
|
2020
Q3 | $4.68M | Sell |
198,855
-19,988
| -9% | -$470K | 0.54% | 55 |
|
|
2020
Q2 | $5.6M | Sell |
218,843
-618
| -0.3% | -$15.8K | 0.69% | 53 |
|
|
2020
Q1 | $6.3M | Buy |
219,461
+2,690
| +1% | +$77.2K | 0.92% | 40 |
|
|
2019
Q4 | $11.7M | Buy |
216,771
+10,063
| +5% | +$541K | 1.36% | 28 |
|
|
2019
Q3 | $10.4M | Buy |
206,708
+1,091
| +0.5% | +$55K | 1.36% | 30 |
|
|
2019
Q2 | $9.73M | Buy |
205,617
+1,854
| +0.9% | +$87.7K | 1.3% | 31 |
|
|
2019
Q1 | $9.85M | Sell |
203,763
-620
| -0.3% | -$30K | 1.38% | 28 |
|
|
2018
Q4 | $9.42M | Sell |
204,383
-4,911
| -2% | -$226K | 1.47% | 27 |
|
|
2018
Q3 | $11M | Buy |
209,294
+750
| +0.4% | +$39.4K | 1.53% | 26 |
|
|
2018
Q2 | $11.6M | Sell |
208,544
-610
| -0.3% | -$33.8K | 1.72% | 23 |
|
|
2018
Q1 | $11M | Sell |
209,154
-3,729
| -2% | -$195K | 1.66% | 23 |
|
|
2017
Q4 | $12.9M | Sell |
212,883
-2,050
| -1% | -$124K | 1.89% | 19 |
|
|
2017
Q3 | $11.9M | Sell |
214,933
-3,467
| -2% | -$191K | 1.81% | 19 |
|
|
2017
Q2 | $12.1M | Sell |
218,400
-1,398
| -0.6% | -$77.5K | 1.89% | 17 |
|
|
2017
Q1 | $12.2M | Buy |
219,798
+1,237
| +0.6% | +$68.9K | 1.95% | 11 |
|
|
2016
Q4 | $12M | Sell |
218,561
-6,611
| -3% | -$364K | 2.02% | 9 |
|
|
2016
Q3 | $9.97M | Buy |
225,172
+1,440
| +0.6% | +$63.8K | 1.67% | 21 |
|
|
2016
Q2 | $10.6M | Buy |
223,732
+2,443
| +1% | +$116K | 1.77% | 16 |
|
|
2016
Q1 | $10.7M | Buy |
221,289
+1,928
| +0.9% | +$93.2K | 1.84% | 12 |
|
|
2015
Q4 | $11.9M | Buy |
219,361
+3,389
| +2% | +$184K | 2.14% | 9 |
|
|
2015
Q3 | $11.1M | Sell |
215,972
-2,224
| -1% | -$114K | 2.14% | 6 |
|
|
2015
Q2 | $12.3M | Buy |
218,196
+1,160
| +0.5% | +$65.2K | 2.17% | 8 |
|
|
2015
Q1 | $11.8M | Sell |
217,036
-448
| -0.2% | -$24.4K | 2.07% | 8 |
|
|
2014
Q4 | $11.9M | Buy |
217,484
+389
| +0.2% | +$21.3K | 2.08% | 7 |
|
|
2014
Q3 | $11.3M | Buy |
217,095
+171
| +0.1% | +$8.87K | 2.06% | 7 |
|
|
2014
Q2 | $11.4M | Sell |
216,924
-6,852
| -3% | -$360K | 2.09% | 6 |
|
|
2014
Q1 | $11.1M | Sell |
223,776
-2,901
| -1% | -$144K | 2.1% | 6 |
|
|
2013
Q4 | $10.3M | Sell |
226,677
-1,390
| -0.6% | -$63.1K | 1.96% | 10 |
|
|
2013
Q3 | $9.42M | Buy |
228,067
+811
| +0.4% | +$33.5K | 1.95% | 9 |
|
|
2013
Q2 | $9.38M | Buy |
+227,256
| New | +$9.38M | 2.06% | 9 |
|