KWM
Kingsview Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
2,659
-46
| -2% | -$20.6K | 0.02% | 543 |
|
|
2025
Q1 | $1.23M | Sell |
2,705
-27
| -1% | -$12.3K | 0.02% | 492 |
|
|
2024
Q4 | $1.31M | Sell |
2,732
-66
| -2% | -$31.7K | 0.03% | 485 |
|
|
2024
Q3 | $1.29M | Sell |
2,798
-173
| -6% | -$79.6K | 0.03% | 476 |
|
|
2024
Q2 | $1.21M | Sell |
2,971
-1,162
| -28% | -$474K | 0.03% | 461 |
|
|
2024
Q1 | $1.88M | Sell |
4,133
-10
| -0.2% | -$4.54K | 0.05% | 355 |
|
|
2023
Q4 | $1.98M | Sell |
4,143
-93
| -2% | -$44.4K | 0.06% | 286 |
|
|
2023
Q3 | $1.85M | Sell |
4,236
-145
| -3% | -$63.4K | 0.07% | 298 |
|
|
2023
Q2 | $1.76M | Sell |
4,381
-435
| -9% | -$174K | 0.07% | 266 |
|
|
2023
Q1 | $2M | Sell |
4,816
-946
| -16% | -$393K | 0.08% | 239 |
|
|
2022
Q4 | $2.31M | Sell |
5,762
-170
| -3% | -$68.2K | 0.1% | 217 |
|
|
2022
Q3 | $2.37M | Buy |
5,932
+202
| +4% | +$80.8K | 0.11% | 201 |
|
|
2022
Q2 | $2.2M | Buy |
5,730
+4,566
| +392% | +$1.76M | 0.11% | 205 |
|
|
2022
Q1 | $505K | Sell |
1,164
-138
| -11% | -$59.9K | 0.02% | 569 |
|
|
2021
Q4 | $633K | Buy |
1,302
+377
| +41% | +$183K | 0.03% | 508 |
|
|
2021
Q3 | $365K | Buy |
925
+62
| +7% | +$24.5K | 0.02% | 628 |
|
|
2021
Q2 | $290K | Buy |
863
+76
| +10% | +$25.5K | 0.01% | 706 |
|
|
2021
Q1 | $249K | Buy |
787
+145
| +23% | +$45.9K | 0.01% | 698 |
|
|
2020
Q4 | $213K | Sell |
642
-652
| -50% | -$216K | 0.02% | 634 |
|
|
2020
Q3 | $433K | Sell |
1,294
-163
| -11% | -$54.5K | 0.04% | 398 |
|
|
2020
Q2 | $479K | Buy |
1,457
+665
| +84% | +$219K | 0.05% | 334 |
|
|
2020
Q1 | $206K | Buy |
+792
| New | +$206K | 0.03% | 423 |
|
|
2018
Q3 | – | Sell |
-1,316
| Closed | -$261K | – | 361 |
|
|
2018
Q2 | $261K | Hold |
1,316
| – | – | 0.06% | 281 |
|
|
2018
Q1 | $262K | Buy |
+1,316
| New | +$262K | 0.07% | 272 |
|