Kingsview Wealth Management, LLC Wells Fargo & Company Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 77,045 shares of WFC stock, worth $6.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

77,045

Previous 77,974 1.19%

Holding current value

$6.16 Million

Previous $4.4 Million 22.92%

% of portfolio

0.11%

Previous 0.1%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$54.98 - $77.35 $51,076 - $71,858	-929 Reduced 1.19%	77,045 $5.41 Million
Q3 2024 Nov 12, 2024	SELL	$51.58 - $60.97 $178,415 - $210,895	-3,459 Reduced 4.25%	77,974 $4.4 Million
Q2 2024 Aug 14, 2024	BUY	$56.41 - $62.34 $71,753 - $79,296	1,272 Added 1.59%	81,433 $4.84 Million
Q1 2024 May 09, 2024	BUY	$46.44 - $57.96 $765,888 - $955,876	16,492 Added 25.9%	80,161 $4.65 Million
Q4 2023 Feb 08, 2024	SELL	$38.67 - $50.51 $402,593 - $525,859	-10,411 Reduced 14.05%	63,669 $3.13 Million
Q3 2023 Nov 07, 2023	BUY	$40.43 - $47.13 $586,518 - $683,714	14,507 Added 24.35%	74,080 $3.03 Million
Q2 2023 Aug 10, 2023	BUY	$36.72 - $42.68 $50,159 - $58,300	1,366 Added 2.35%	59,573 $2.54 Million
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $57,859 - $77,454	-1,597 Reduced 2.67%	58,207 $2.18 Million
Q4 2022 Feb 13, 2023	SELL	$40.23 - $47.95 $424,064 - $505,440	-10,541 Reduced 14.98%	59,804 $2.47 Million
Q3 2022 Nov 14, 2022	BUY	$1.55 - $45.53 $6,155 - $180,799	3,971 Added 5.98%	70,345 $2.83 Million
Q2 2022 Aug 16, 2022	SELL	$37.43 - $49.33 $553,177 - $729,048	-14,779 Reduced 18.21%	66,374 $2.6 Million
Q1 2022 Feb 08, 2024	BUY	$45.81 - $59.06 $1.26 Million - $1.62 Million	27,457 Added 43.12%	91,126 $4.42 Million
Q4 2021 Feb 17, 2022	SELL	$45.31 - $52.0 $22,337 - $25,636	-493 Reduced 0.6%	81,153 $3.89 Million
Q3 2021 Dec 03, 2021	SELL	$42.32 - $51.15 $581,984 - $703,414	-13,752 Reduced 14.42%	81,646 $3.79 Million
Q2 2021 Aug 17, 2021	BUY	$39.48 - $47.9 $235,892 - $286,202	5,975 Added 6.68%	95,398 $4.33 Million
Q1 2021 May 24, 2021	BUY	$29.7 - $40.81 $433,174 - $595,213	14,585 Added 19.49%	89,423 $3.54 Million
Q4 2020 Feb 16, 2021	SELL	$21.14 - $30.35 $56,422 - $81,004	-2,669 Reduced 3.44%	74,838 $2.26 Million
Q3 2020 Nov 19, 2020	SELL	$22.83 - $26.35 $164,147 - $189,456	-7,190 Reduced 8.49%	77,507 $1.82 Million
Q2 2020 Aug 14, 2020	BUY	$22.53 - $33.32 $604,164 - $893,509	26,816 Added 46.33%	84,697 $2.17 Million
Q1 2020 May 11, 2020	BUY	$25.25 - $53.75 $502,247 - $1.07 Million	19,891 Added 52.36%	57,881 $1.66 Million
Q4 2019 Jan 31, 2020	BUY	$47.82 - $54.46 $969,885 - $1.1 Million	20,282 Added 114.54%	37,990 $2.04 Million
Q4 2019 Jan 30, 2020	SELL	$47.82 - $54.46 $736,236 - $838,466	-15,396 Reduced 46.51%	17,708 $1.07 Million
Q3 2019 Jan 29, 2020	SELL	$43.38 - $50.71 $7,157 - $8,367	-165 Reduced 0.5%	33,104 $1.67 Million
Q2 2019 Jan 29, 2020	BUY	$44.37 - $49.17 $60,121 - $66,625	1,355 Added 4.25%	33,269 $1.57 Million
Q1 2019 Jan 29, 2020	BUY	$46.57 - $51.73 $693,241 - $770,052	14,886 Added 87.42%	31,914 $1.54 Million
Q4 2018 Jan 29, 2020	BUY	$43.6 - $54.46 $1,308 - $1,633	30 Added 0.18%	17,028 $785,000
Q3 2018 Jan 29, 2020	BUY	$52.56 - $59.19 $25,649 - $28,884	488 Added 2.96%	16,998 $893,000
Q2 2018 Jan 29, 2020	SELL	$50.39 - $56.18 $78,558 - $87,584	-1,559 Reduced 8.63%	16,510 $915,000
Q1 2018 Jan 29, 2020	BUY	$50.98 - $65.93 $18,403 - $23,800	361 Added 2.04%	18,069 $947,000
Q4 2017 Jan 29, 2020	BUY	$53.19 - $61.61 $92,603 - $107,263	1,741 Added 10.9%	17,708 $1.07 Million
Q3 2017 Jan 29, 2020	BUY	$49.58 - $55.15 $76,849 - $85,482	1,550 Added 10.75%	15,967 $881,000
Q2 2017 Jan 29, 2020	BUY	N/A	3,694 Added 34.45%	14,417 $799,000
Q1 2017 Jan 29, 2020	BUY	N/A	10,723	10,723 $597,000

Others Institutions Holding WFC

# of Institutions

2,823

Shares Held

2.3B

Call Options Held

64.1M

Put Options Held

55.4M

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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 $304B
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...

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Kingsview Wealth Management, LLC Wells Fargo & Company Transaction History