Kingsview Wealth Management, LLC Victory Portf Ii Shs Us Small Transaction History

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$49.98 - $58.24 $699 - $815	14 Added 0.37%	3,765 $208,000
Q1 2025 May 02, 2025	SELL	$55.62 - $62.03 $444 - $496	-8 Reduced 0.21%	3,751 $215,000
Q4 2024 Jan 28, 2025	SELL	$57.75 - $64.78 $2,425 - $2,720	-42 Reduced 1.1%	3,759 $223,000
Q3 2024 Nov 12, 2024	SELL	$52.46 - $59.54 $95,057 - $107,886	-1,812 Reduced 32.28%	3,801 $223,000
Q2 2024 Aug 14, 2024	SELL	$52.16 - $56.16 $13,770 - $14,826	-264 Reduced 4.49%	5,613 $299,000

Q1 2024 May 09, 2024	SELL	$52.06 - $56.04 $41,023 - $44,159	-788 Reduced 11.82%	5,877 $329,000
Q4 2023 Feb 08, 2024	SELL	$46.46 - $56.82 $87,623 - $107,162	-1,886 Reduced 22.06%	6,665 $373,000
Q3 2023 Nov 07, 2023	BUY	$48.4 - $54.16 $20,812 - $23,288	430 Added 5.29%	8,551 $418,000
Q2 2023 Aug 10, 2023	SELL	$48.09 - $52.25 $45,637 - $49,585	-949 Reduced 10.46%	8,121 $416,000
Q1 2023 May 15, 2023	SELL	$49.61 - $58.52 $1,488 - $1,755	-30 Reduced 0.33%	9,070 $470,000
Q4 2022 Feb 13, 2023	BUY	$47.42 - $55.16 $34,758 - $40,432	733 Added 8.76%	9,100 $469,000
Q3 2022 Nov 14, 2022	SELL	$46.33 - $58.07 $6,347 - $7,955	-137 Reduced 1.61%	8,367 $388,000
Q2 2022 Aug 16, 2022	BUY	$50.89 - $59.12 $3,307 - $3,842	65 Added 0.77%	8,504 $445,000
Q1 2022 Feb 08, 2024	BUY	$57.24 - $62.65 $84,543 - $92,534	1,477 Added 22.16%	8,142 $0
Q4 2021 Feb 17, 2022	BUY	$57.9 - $62.89 $7,237 - $7,861	125 Added 1.5%	8,439 $519,000
Q3 2021 Dec 03, 2021	BUY	$55.94 - $60.53 $55,100 - $59,622	985 Added 13.44%	8,314 $478,000
Q2 2021 Aug 17, 2021	BUY	$58.82 - $63.12 $202,458 - $217,259	3,442 Added 88.55%	7,329 $444,000
Q1 2021 May 24, 2021	BUY	$49.41 - $62.01 $192,056 - $241,032	3,887 New	3,887 $231,000
Q4 2020 Feb 16, 2021	SELL	$37.9 - $50.29 $266,095 - $353,086	-7,021 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$34.57 - $40.06 $242,715 - $281,261	7,021 New	7,021 $265,000

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Shares Held

1.37M

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Put Options Held

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