Annis Gardner Whiting Capital Advisors’s Kimco Realty KIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Sell
665
-700
-51% -$14.7K ﹤0.01% 637
2025
Q1
$29K Sell
1,365
-21
-2% -$446 0.01% 406
2024
Q4
$32.5K Hold
1,386
0.01% 390
2024
Q3
$32.2K Sell
1,386
-401
-22% -$9.31K 0.01% 411
2024
Q2
$34.8K Buy
1,787
+233
+15% +$4.53K 0.01% 464
2024
Q1
$30.5K Buy
1,554
+31
+2% +$608 0.01% 473
2023
Q4
$32.5K Hold
1,523
0.01% 349
2023
Q3
$26.8K Buy
+1,523
New +$26.8K 0.01% 359