Kcm Investment Advisors LLC Wells Fargo & Company Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

A detailed history of Kcm Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 40,608 shares of WFC stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

40,608

Previous 45,082 9.92%

Holding current value

$2.48 Million

Previous $2.22 Million 6.09%

% of portfolio

0.09%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$46.44 - $57.96 $207,772 - $259,313	-4,474 Reduced 9.92%	40,608 $2.35 Million
Q4 2023 Feb 13, 2024	SELL	$38.67 - $50.51 $108,778 - $142,084	-2,813 Reduced 5.87%	45,082 $2.22 Million
Q3 2023 Nov 08, 2023	SELL	$40.43 - $47.13 $108,756 - $126,779	-2,690 Reduced 5.32%	47,895 $1.96 Million
Q2 2023 Aug 09, 2023	SELL	$36.72 - $42.68 $5.64 Million - $6.56 Million	-153,728 Reduced 75.24%	50,585 $2.16 Million
Q1 2023 May 09, 2023	BUY	$36.23 - $48.5 $5.36 Million - $7.18 Million	147,988 Added 262.74%	204,313 $7.64 Million

Q4 2022 Jan 31, 2023	BUY	$40.23 - $47.95 $15,528 - $18,508	386 Added 0.69%	56,325 $2.33 Million
Q3 2022 Nov 10, 2022	SELL	$1.55 - $45.53 $6,051 - $177,749	-3,904 Reduced 6.52%	55,939 $2.25 Million
Q2 2022 Aug 15, 2022	SELL	$37.43 - $49.33 $824,807 - $1.09 Million	-22,036 Reduced 26.91%	59,843 $2.34 Million
Q1 2022 May 13, 2022	SELL	$45.81 - $59.06 $219,521 - $283,015	-4,792 Reduced 5.53%	81,879 $3.97 Million
Q4 2021 Feb 14, 2022	SELL	$45.31 - $52.0 $10.6 Million - $12.2 Million	-234,957 Reduced 73.05%	86,671 $4.16 Million
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $44,309 - $53,554	-1,047 Reduced 0.32%	321,628 $14.9 Million
Q2 2021 Oct 21, 2021	SELL	$39.48 - $47.9 $5.98 Million - $7.26 Million	-151,556 Reduced 31.96%	322,675 $14.6 Million
Q2 2021 Aug 12, 2021	BUY	$39.48 - $47.9 $5.78 Million - $7.01 Million	146,412 Added 44.66%	474,231 $21.5 Million
Q1 2021 May 13, 2021	BUY	$29.7 - $40.81 $115,443 - $158,628	3,887 Added 1.2%	327,819 $12.8 Million
Q4 2020 Feb 19, 2021	SELL	$21.14 - $30.35 $140,898 - $202,282	-6,665 Reduced 2.02%	323,932 $9.78 Million
Q3 2020 Nov 16, 2020	SELL	$22.83 - $26.35 $4.7 Million - $5.42 Million	-205,774 Reduced 38.36%	330,597 $7.77 Million
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $2.52 Million - $3.73 Million	111,863 Added 26.35%	536,371 $13.7 Million
Q1 2020 Apr 27, 2020	SELL	$25.25 - $53.75 $1.04 Million - $2.2 Million	-40,996 Reduced 8.81%	424,508 $12.2 Million
Q4 2019 Feb 18, 2020	SELL	$47.82 - $54.46 $693,103 - $789,343	-14,494 Reduced 3.02%	465,504 $25 Million
Q3 2019 Nov 15, 2019	BUY	$43.38 - $50.71 $282,273 - $329,969	6,507 Added 1.37%	479,998 $24.2 Million
Q2 2019 Aug 14, 2019	SELL	$44.37 - $49.17 $316,136 - $350,336	-7,125 Reduced 1.48%	473,491 $22.4 Million
Q1 2019 May 16, 2019	BUY	$46.57 - $51.73 $33,809 - $37,555	726 Added 0.15%	480,616 $23.2 Million
Q4 2018 Feb 12, 2019	SELL	$43.6 - $54.46 $1.58 Million - $1.97 Million	-36,178 Reduced 7.01%	479,890 $22.1 Million
Q3 2018 Nov 07, 2018	SELL	$52.56 - $59.19 $118,207 - $133,118	-2,249 Reduced 0.43%	516,068 $0
Q2 2018 Aug 10, 2018	SELL	$50.39 - $56.18 $898,856 - $1 Million	-17,838 Reduced 3.33%	518,317 $28.7 Million
Q1 2018 May 09, 2018	SELL	$50.98 - $65.93 $4.07 Million - $5.26 Million	-79,802 Reduced 12.96%	536,155 $28.1 Million
Q4 2017 Feb 22, 2018	SELL	$53.19 - $61.61 $875,932 - $1.01 Million	-16,468 Reduced 2.6%	615,957 $37.4 Million
Q3 2017 Nov 13, 2017	BUY	$49.58 - $55.15 $31.4 Million - $34.9 Million	632,425	632,425 $34.9 Million

Others Institutions Holding WFC

# of Institutions

2,392

Shares Held

2.44B

Call Options Held

50.7M

Put Options Held

52.8M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $231B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

More about WFC

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Kcm Investment Advisors LLC Wells Fargo & Company Transaction History