KIA
KCM Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
40,360
-871
| -2% | -$69.8K | 0.11% | 119 |
|
|
2025
Q1 | $2.96M | Sell |
41,231
-1,229
| -3% | -$88.2K | 0.11% | 126 |
|
|
2024
Q4 | $2.98M | Buy |
42,460
+2,464
| +6% | +$173K | 0.1% | 127 |
|
|
2024
Q3 | $2.26M | Sell |
39,996
-744
| -2% | -$42K | 0.08% | 150 |
|
|
2024
Q2 | $2.42M | Buy |
40,740
+132
| +0.3% | +$7.84K | 0.09% | 141 |
|
|
2024
Q1 | $2.35M | Sell |
40,608
-4,474
| -10% | -$259K | 0.09% | 141 |
|
|
2023
Q4 | $2.22M | Sell |
45,082
-2,813
| -6% | -$138K | 0.09% | 145 |
|
|
2023
Q3 | $1.96M | Sell |
47,895
-2,690
| -5% | -$110K | 0.08% | 146 |
|
|
2023
Q2 | $2.16M | Sell |
50,585
-153,728
| -75% | -$6.56M | 0.09% | 149 |
|
|
2023
Q1 | $7.64M | Buy |
204,313
+147,988
| +263% | +$5.53M | 0.31% | 76 |
|
|
2022
Q4 | $2.33M | Buy |
56,325
+386
| +0.7% | +$15.9K | 0.1% | 145 |
|
|
2022
Q3 | $2.25M | Sell |
55,939
-3,904
| -7% | -$157K | 0.1% | 145 |
|
|
2022
Q2 | $2.34M | Sell |
59,843
-22,036
| -27% | -$863K | 0.1% | 141 |
|
|
2022
Q1 | $3.97M | Sell |
81,879
-4,792
| -6% | -$232K | 0.15% | 123 |
|
|
2021
Q4 | $4.16M | Sell |
86,671
-234,957
| -73% | -$11.3M | 0.14% | 114 |
|
|
2021
Q3 | $14.9M | Sell |
321,628
-1,047
| -0.3% | -$48.6K | 0.59% | 52 |
|
|
2021
Q2 | $14.6M | Sell |
322,675
-5,144
| -2% | -$233K | 0.59% | 52 |
|
|
2021
Q1 | $12.8M | Buy |
327,819
+3,887
| +1% | +$152K | 0.57% | 53 |
|
|
2020
Q4 | $9.78M | Sell |
323,932
-6,665
| -2% | -$201K | 0.47% | 55 |
|
|
2020
Q3 | $7.77M | Sell |
330,597
-205,774
| -38% | -$4.84M | 0.43% | 56 |
|
|
2020
Q2 | $13.7M | Buy |
536,371
+111,863
| +26% | +$2.86M | 0.77% | 43 |
|
|
2020
Q1 | $12.2M | Sell |
424,508
-40,996
| -9% | -$1.18M | 0.82% | 42 |
|
|
2019
Q4 | $25M | Sell |
465,504
-14,494
| -3% | -$780K | 1.36% | 21 |
|
|
2019
Q3 | $24.2M | Buy |
479,998
+6,507
| +1% | +$328K | 1.41% | 17 |
|
|
2019
Q2 | $22.4M | Sell |
473,491
-7,125
| -1% | -$337K | 1.34% | 19 |
|
|
2019
Q1 | $23.2M | Buy |
480,616
+726
| +0.2% | +$35.1K | 1.5% | 14 |
|
|
2018
Q4 | $22.1M | Sell |
479,890
-36,178
| -7% | -$1.67M | 1.46% | 12 |
|
|
2018
Q3 | $27.1M | Sell |
516,068
-2,249
| -0.4% | -$118K | 1.55% | 11 |
|
|
2018
Q2 | $28.7M | Sell |
518,317
-17,838
| -3% | -$989K | 1.77% | 6 |
|
|
2018
Q1 | $28.1M | Sell |
536,155
-79,802
| -13% | -$4.18M | 1.71% | 7 |
|
|
2017
Q4 | $37.4M | Sell |
615,957
-16,468
| -3% | -$999K | 2.19% | 4 |
|
|
2017
Q3 | $34.9M | Sell |
632,425
-9,463
| -1% | -$522K | 2.13% | 3 |
|
|
2017
Q2 | $35.6M | Sell |
641,888
-4,001
| -0.6% | -$222K | 2.23% | 3 |
|
|
2017
Q1 | $36M | Sell |
645,889
-4,799
| -0.7% | -$267K | 2.3% | 3 |
|
|
2016
Q4 | $35.9M | Sell |
650,688
-11,330
| -2% | -$624K | 2.41% | 1 |
|
|
2016
Q3 | $29.3M | Buy |
662,018
+1,931
| +0.3% | +$85.5K | 2.01% | 4 |
|
|
2016
Q2 | $31.2M | Buy |
660,087
+9,539
| +1% | +$451K | 2.18% | 3 |
|
|
2016
Q1 | $31.5M | Buy |
650,548
+26,035
| +4% | +$1.26M | 2.31% | 2 |
|
|
2015
Q4 | $33.9M | Buy |
624,513
+45,231
| +8% | +$2.46M | 2.68% | 1 |
|
|
2015
Q3 | $29.7M | Buy |
579,282
+10,481
| +2% | +$538K | 2.47% | 1 |
|
|
2015
Q2 | $32M | Buy |
568,801
+7,438
| +1% | +$418K | 2.54% | 1 |
|
|
2015
Q1 | $30.5M | Buy |
561,363
+3,685
| +0.7% | +$200K | 2.44% | 1 |
|
|
2014
Q4 | $30.6M | Buy |
557,678
+13,744
| +3% | +$753K | 2.57% | 1 |
|
|
2014
Q3 | $28.2M | Buy |
543,934
+12,848
| +2% | +$666K | 2.58% | 1 |
|
|
2014
Q2 | $27.9M | Buy |
531,086
+19,709
| +4% | +$1.04M | 2.61% | 1 |
|
|
2014
Q1 | $25.4M | Buy |
511,377
+15,723
| +3% | +$782K | 2.63% | 1 |
|
|
2013
Q4 | $22.5M | Buy |
495,654
+14,698
| +3% | +$667K | 2.45% | 1 |
|
|
2013
Q3 | $19.9M | Sell |
480,956
-8,100
| -2% | -$335K | 2.37% | 1 |
|
|
2013
Q2 | $20.2M | Buy |
+489,056
| New | +$20.2M | 2.44% | 2 |
|