Kingsview Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
79,124
-191
| -0.2% | -$15.3K | 0.11% | 198 |
|
|
2025
Q1 | $5.69M | Buy |
79,315
+2,270
| +3% | +$163K | 0.11% | 195 |
|
|
2024
Q4 | $5.41M | Sell |
77,045
-929
| -1% | -$65.3K | 0.11% | 194 |
|
|
2024
Q3 | $4.4M | Sell |
77,974
-3,459
| -4% | -$195K | 0.09% | 215 |
|
|
2024
Q2 | $4.84M | Buy |
81,433
+1,272
| +2% | +$75.5K | 0.11% | 188 |
|
|
2024
Q1 | $4.65M | Buy |
80,161
+16,492
| +26% | +$956K | 0.12% | 181 |
|
|
2023
Q4 | $3.13M | Sell |
63,669
-10,411
| -14% | -$512K | 0.09% | 200 |
|
|
2023
Q3 | $3.03M | Buy |
74,080
+14,507
| +24% | +$593K | 0.11% | 206 |
|
|
2023
Q2 | $2.54M | Buy |
59,573
+1,366
| +2% | +$58.3K | 0.1% | 209 |
|
|
2023
Q1 | $2.18M | Sell |
58,207
-1,597
| -3% | -$59.7K | 0.09% | 227 |
|
|
2022
Q4 | $2.47M | Sell |
59,804
-10,541
| -15% | -$435K | 0.11% | 210 |
|
|
2022
Q3 | $2.83M | Buy |
70,345
+3,971
| +6% | +$160K | 0.13% | 171 |
|
|
2022
Q2 | $2.6M | Sell |
66,374
-24,752
| -27% | -$970K | 0.12% | 181 |
|
|
2022
Q1 | $4.42M | Buy |
91,126
+9,973
| +12% | +$483K | 0.19% | 123 |
|
|
2021
Q4 | $3.89M | Sell |
81,153
-493
| -0.6% | -$23.7K | 0.16% | 137 |
|
|
2021
Q3 | $3.79M | Sell |
81,646
-13,752
| -14% | -$638K | 0.18% | 132 |
|
|
2021
Q2 | $4.33M | Buy |
95,398
+5,975
| +7% | +$271K | 0.21% | 113 |
|
|
2021
Q1 | $3.54M | Buy |
89,423
+14,585
| +19% | +$578K | 0.2% | 116 |
|
|
2020
Q4 | $2.26M | Sell |
74,838
-2,669
| -3% | -$80.6K | 0.16% | 141 |
|
|
2020
Q3 | $1.82M | Sell |
77,507
-7,190
| -8% | -$169K | 0.16% | 145 |
|
|
2020
Q2 | $2.17M | Buy |
84,697
+26,816
| +46% | +$686K | 0.22% | 112 |
|
|
2020
Q1 | $1.66M | Buy |
57,881
+19,891
| +52% | +$571K | 0.22% | 120 |
|
|
2019
Q4 | $2.04M | Buy |
37,990
+4,886
| +15% | +$263K | 0.26% | 105 |
|
|
2019
Q3 | $1.67M | Sell |
33,104
-165
| -0.5% | -$8.32K | 0.26% | 114 |
|
|
2019
Q2 | $1.57M | Buy |
33,269
+1,355
| +4% | +$64.1K | 0.26% | 107 |
|
|
2019
Q1 | $1.54M | Buy |
31,914
+14,886
| +87% | +$719K | 0.23% | 122 |
|
|
2018
Q4 | $785K | Buy |
17,028
+30
| +0.2% | +$1.38K | 0.17% | 161 |
|
|
2018
Q3 | $893K | Buy |
16,998
+488
| +3% | +$25.6K | 0.18% | 156 |
|
|
2018
Q2 | $915K | Sell |
16,510
-1,559
| -9% | -$86.4K | 0.22% | 133 |
|
|
2018
Q1 | $947K | Buy |
18,069
+361
| +2% | +$18.9K | 0.24% | 126 |
|
|
2017
Q4 | $1.07M | Buy |
17,708
+1,741
| +11% | +$106K | 0.38% | 76 |
|
|
2017
Q3 | $881K | Buy |
15,967
+1,550
| +11% | +$85.5K | 0.39% | 78 |
|
|
2017
Q2 | $799K | Buy |
14,417
+3,694
| +34% | +$205K | 0.41% | 79 |
|
|
2017
Q1 | $597K | Buy |
+10,723
| New | +$597K | 0.35% | 98 |
|