KINGSVIEW WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
KINGSVIEW WEALTH MANAGEMENT, LLC portfolio value:
$2.82M
portfolio value
KINGSVIEW WEALTH MANAGEMENT, LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.98% | 3.97K shares | 229K | $40.22 | 70.34K |
| Q2 2022 | share | Decrease | -18.21% | -14.77K shares | -1.29M | $39.17 | 66.37K |
| Q4 2021 | share | Decrease | -0.60% | -493 shares | 105K | $48.1 | 81.15K |
| Q3 2021 | share | Decrease | -14.42% | -13.75K shares | -543K | $46.23 | 81.64K |
| Q2 2021 | share | Increase | +6.68% | 5.97K shares | 788K | $44.92 | 95.39K |
| Q1 2021 | share | Increase | +19.49% | 14.58K shares | 1.28M | $38.67 | 89.42K |
| Q4 2020 | share | Decrease | -3.44% | -2.66K shares | 437K | $29.78 | 74.83K |
| Q4 2020 | put | Decrease | -100.00% | -200 shares | -1K | $29.78 | 0 |
| Q3 2020 | put | Increase | 0.00% | 200 shares | 1K | $23.09 | 200 |
| Q3 2020 | share | Decrease | -8.49% | -7.19K shares | -346K | $23.09 | 77.50K |
| Q2 2020 | share | Increase | +46.33% | 26.81K shares | 507K | $25.04 | 84.69K |
| Q1 2020 | share | Increase | +52.36% | 19.89K shares | -383K | $27.52 | 57.88K |
| Q4 2019 | share | Increase | +14.76% | 4.88K shares | 374K | $51.05 | 37.99K |
| Q3 2019 | share | Decrease | -0.50% | -165 shares | 96K | $47.41 | 33.10K |
| Q2 2019 | share | Increase | +4.25% | 1.35K shares | 32K | $43.99 | 33.26K |
| Q1 2019 | share | Increase | +87.42% | 14.88K shares | 757K | $44.49 | 31.91K |
| Q4 2018 | share | Increase | +0.18% | 30 shares | -108K | $42.05 | 17.02K |
| Q3 2018 | share | Increase | +2.96% | 488 shares | -22K | $47.57 | 16.99K |
| Q2 2018 | share | Decrease | -8.63% | -1.55K shares | -32K | $49.81 | 16.51K |
| Q1 2018 | share | Increase | +2.04% | 361 shares | -127K | $46.74 | 18.06K |
| Q4 2017 | share | Increase | +10.90% | 1.74K shares | 193K | $53.78 | 17.70K |
| Q3 2017 | share | Increase | +10.75% | 1.55K shares | 82K | $48.55 | 15.96K |
| Q3 2017 | call | Decrease | -100.00% | -200 shares | -1K | $48.55 | 0 |
| Q2 2017 | call | Decrease | -80.00% | -800 shares | -1K | $48.43 | 200 |
| Q2 2017 | share | Increase | +34.45% | 3.69K shares | 202K | $48.43 | 14.41K |
| Q1 2017 | call | Increase | 0.00% | 1K shares | 2K | $48.31 | 1K |
| Q1 2017 | share | Increase | 0.00% | 10.72K shares | 597K | $48.31 | 10.72K |