Kcm Investment Advisors LLC WELLS FARGO CO NEW Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

Number of Shares

11,930

Previous 11,781 1.26%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Account