Kcm Investment Advisors LLC WELLS FARGO CO NEW Transaction History

Kcm Investment Advisors LLC

$2.93 Billion
Q2 2025

Number of Shares

11,637

Previous 11,649 0.1%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	N/A	-12 Reduced 0.1%	11,637 $0
Q1 2025 May 14, 2025	BUY	N/A	184 Added 1.6%	11,649 $0
Q4 2024 Feb 12, 2025	SELL	N/A	-465 Reduced 3.9%	11,465 $0
Q3 2024 Nov 06, 2024	BUY	N/A	149 Added 1.26%	11,930 $0
Q2 2024 Jul 29, 2024	SELL	N/A	-1,581 Reduced 11.83%	11,781 $0
Q1 2024 May 07, 2024	SELL	N/A	-2,283 Reduced 14.59%	13,362 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-1,322 Reduced 7.79%	15,645 $0
Q3 2023 Nov 08, 2023	SELL	N/A	-626 Reduced 3.56%	16,967 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-454 Reduced 2.52%	17,593 $0
Q1 2023 May 09, 2023	BUY	N/A	683 Added 3.93%	18,047 $0
Q4 2022 Jan 31, 2023	SELL	N/A	-372 Reduced 2.1%	17,364 $20.6 Million
Q3 2022 Nov 10, 2022	SELL	N/A	-321 Reduced 1.78%	17,736 $21.4 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-412 Reduced 2.23%	18,057 $21.9 Million
Q1 2022 May 13, 2022	BUY	N/A	3,300 Added 21.75%	18,469 $24.5 Million
Q4 2021 Feb 14, 2022	BUY	N/A	15,169 New	15,169 $22.6 Million
Q3 2020 Nov 16, 2020	SELL	N/A	-13,595 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	N/A	247 Added 1.85%	13,595 $17.6 Million
Q1 2020 Apr 27, 2020	BUY	N/A	257 Added 1.96%	13,348 $17 Million
Q4 2019 Feb 18, 2020	SELL	N/A	-22 Reduced 0.17%	13,091 $19 Million
Q3 2019 Nov 15, 2019	BUY	N/A	67 Added 0.51%	13,113 $20 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-29 Reduced 0.22%	13,046 $17.8 Million
Q1 2019 May 16, 2019	SELL	N/A	-242 Reduced 1.82%	13,075 $16.9 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-103 Reduced 0.77%	13,317 $16.8 Million
Q3 2018 Nov 07, 2018	BUY	N/A	48 Added 0.36%	13,420 $0
Q2 2018 Aug 10, 2018	SELL	N/A	-236 Reduced 1.73%	13,372 $16.8 Million
Q1 2018 May 09, 2018	BUY	N/A	216 Added 1.61%	13,608 $17.6 Million
Q4 2017 Feb 22, 2018	SELL	N/A	-283 Reduced 2.07%	13,392 $17.5 Million
Q3 2017 Nov 13, 2017	BUY	N/A	13,675	13,675 $18 Million

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