Wells Fargo’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $286K | Buy |
25,324
+2,462
| +11% | +$27.8K | ﹤0.01% | 4159 |
|
2025
Q1 | $264K | Buy |
22,862
+2,697
| +13% | +$31.1K | ﹤0.01% | 4072 |
|
2024
Q4 | $171K | Buy |
20,165
+4,543
| +29% | +$38.5K | ﹤0.01% | 4400 |
|
2024
Q3 | $181K | Sell |
15,622
-310
| -2% | -$3.59K | ﹤0.01% | 4264 |
|
2024
Q2 | $188K | Buy |
15,932
+1,373
| +9% | +$16.2K | ﹤0.01% | 4199 |
|
2024
Q1 | $173K | Buy |
14,559
+3,728
| +34% | +$44.2K | ﹤0.01% | 4198 |
|
2023
Q4 | $133K | Buy |
10,831
+3,400
| +46% | +$41.7K | ﹤0.01% | 4333 |
|
2023
Q3 | $71.6K | Sell |
7,431
-3,153
| -30% | -$30.4K | ﹤0.01% | 4636 |
|
2023
Q2 | $95.3K | Buy |
10,584
+5,027
| +90% | +$45.2K | ﹤0.01% | 4804 |
|
2023
Q1 | $43.7K | Buy |
5,557
+4,317
| +348% | +$33.9K | ﹤0.01% | 4938 |
|
2022
Q4 | $8.38K | Sell |
1,240
-8,021
| -87% | -$54.2K | ﹤0.01% | 5295 |
|
2022
Q3 | $134K | Sell |
9,261
-267
| -3% | -$3.86K | ﹤0.01% | 4168 |
|
2022
Q2 | $94K | Sell |
9,528
-4,238
| -31% | -$41.8K | ﹤0.01% | 4417 |
|
2022
Q1 | $203K | Sell |
13,766
-7,743
| -36% | -$114K | ﹤0.01% | 4669 |
|
2021
Q4 | $284K | Sell |
21,509
-58,687
| -73% | -$775K | ﹤0.01% | 4718 |
|
2021
Q3 | $1.4M | Sell |
80,196
-6,111
| -7% | -$107K | ﹤0.01% | 3754 |
|
2021
Q2 | $2.07M | Buy |
86,307
+55,998
| +185% | +$1.34M | ﹤0.01% | 3486 |
|
2021
Q1 | $779K | Sell |
30,309
-7,868
| -21% | -$202K | ﹤0.01% | 4141 |
|
2020
Q4 | $726K | Sell |
38,177
-11,604
| -23% | -$221K | ﹤0.01% | 4186 |
|
2020
Q3 | $627K | Buy |
49,781
+2,076
| +4% | +$26.1K | ﹤0.01% | 4086 |
|
2020
Q2 | $578K | Buy |
47,705
+9,707
| +26% | +$118K | ﹤0.01% | 4109 |
|
2020
Q1 | $292K | Sell |
37,998
-5,353
| -12% | -$41.1K | ﹤0.01% | 4287 |
|
2019
Q4 | $773K | Sell |
43,351
-934
| -2% | -$16.7K | ﹤0.01% | 3964 |
|
2019
Q3 | $513K | Buy |
44,285
+8,575
| +24% | +$99.3K | ﹤0.01% | 4249 |
|
2019
Q2 | $791K | Buy |
35,710
+1,103
| +3% | +$24.4K | ﹤0.01% | 3980 |
|
2019
Q1 | $990K | Buy |
34,607
+88
| +0.3% | +$2.52K | ﹤0.01% | 3847 |
|
2018
Q4 | $682K | Buy |
34,519
+7,451
| +28% | +$147K | ﹤0.01% | 4023 |
|
2018
Q3 | $598K | Buy |
+27,068
| New | +$598K | ﹤0.01% | 4226 |
|
2016
Q2 | – | Sell |
-165
| Closed | -$1K | – | 5853 |
|
2016
Q1 | $1K | Buy |
165
+160
| +3,200% | +$970 | ﹤0.01% | 5817 |
|
2015
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 5975 |
|
2015
Q3 | $0 | Sell |
5
-39
| -89% | – | ﹤0.01% | 5977 |
|
2015
Q2 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 5778 |
|