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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.15K	Buy	229 +45	+24%	+$992	﹤0.01%	952
2025 Q4	$3.73K	Sell	184 -303	-62%	-$6.29K	﹤0.01%	899
2025 Q3	$10.6K	Sell	487 -178	-27%	-$3.87K	﹤0.01%	701
2025 Q2	$14K	Sell	665 -700	-51%	-$14.5K	﹤0.01%	637
2025 Q1	$29K	Sell	1,365 -21	-2%	-$458	0.01%	406
2024 Q4	$32.5K	Hold	1,386	–	–	0.01%	390
2024 Q3	$32.2K	Sell	1,386 -401	-22%	-$8.85K	0.01%	412
2024 Q2	$34.8K	Buy	1,787 +233	+15%	+$4.37K	0.01%	464
2024 Q1	$30.5K	Buy	1,554 +31	+2%	+$617	0.01%	473
2023 Q4	$32.5K	Hold	1,523	–	–	0.01%	349
2023 Q3	$26.8K	Buy	+1,523	New	+$29.6K	0.01%	360