Kcs Wealth Advisory WELLS FARGO CO NEW Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	N/A	-997 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	N/A	-37 Reduced 3.58%	997 $1.27 Million
Q4 2019 Jan 15, 2020	BUY	N/A	76 Added 7.93%	1,034 $1.5 Million
Q3 2019 Oct 29, 2019	BUY	N/A	52 Added 5.74%	958 $0
Q2 2019 Jul 29, 2019	BUY	N/A	58 Added 6.84%	906 $1.24 Million
Q1 2019 Apr 29, 2019	BUY	N/A	236 Added 38.56%	848 $1.1 Million
Q4 2018 Jan 17, 2019	BUY	N/A	66 Added 12.09%	612 $772,000
Q3 2018 Nov 06, 2018	SELL	N/A	-4 Reduced 0.73%	546 $705,000
Q2 2018 Aug 07, 2018	BUY	N/A	43 Added 8.48%	550 $692,000
Q1 2018 May 04, 2018	BUY	N/A	65 Added 14.71%	507 $654,000
Q4 2017 Jan 12, 2018	BUY	N/A	442	442 $579,000

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