Baird Financial Group’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,532
| Closed | -$464K | – | 1840 |
|
|
2025
Q1 | $464K | Buy |
45,532
+1
| +0% | +$10 | ﹤0.01% | 1418 |
|
|
2024
Q4 | $461K | Sell |
45,531
-248
| -0.5% | -$2.51K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $499K | Sell |
45,779
-330
| -0.7% | -$3.6K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $473K | Sell |
46,109
-22,178
| -32% | -$228K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $694K | Sell |
68,287
-3,600
| -5% | -$36.6K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $735K | Buy |
71,887
+3,600
| +5% | +$36.8K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $628K | Sell |
68,287
-1,350
| -2% | -$12.4K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $711K | Buy |
69,637
+23,385
| +51% | +$239K | ﹤0.01% | 1219 |
|
|
2023
Q1 | $479K | Sell |
46,252
-141
| -0.3% | -$1.46K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $503K | Sell |
46,393
-242
| -0.5% | -$2.62K | ﹤0.01% | 1294 |
|
|
2022
Q3 | $457K | Buy |
+46,635
| New | +$457K | ﹤0.01% | 1314 |
|
|
2022
Q2 | – | Sell |
-77,770
| Closed | -$906K | – | 1843 |
|
|
2022
Q1 | $906K | Hold |
77,770
| – | – | ﹤0.01% | 1189 |
|
|
2021
Q4 | $1.12M | Buy |
77,770
+3,400
| +5% | +$49K | ﹤0.01% | 1158 |
|
|
2021
Q3 | $1.02M | Hold |
74,370
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q2 | $1.05M | Sell |
74,370
-1,380
| -2% | -$19.5K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $1.02M | Buy |
75,750
+852
| +1% | +$11.4K | ﹤0.01% | 1125 |
|
|
2020
Q4 | $1.03M | Hold |
74,898
| – | – | ﹤0.01% | 990 |
|
|
2020
Q3 | $971K | Sell |
74,898
-2,756
| -4% | -$35.7K | ﹤0.01% | 948 |
|
|
2020
Q2 | $992K | Buy |
77,654
+2,756
| +4% | +$35.2K | ﹤0.01% | 935 |
|
|
2020
Q1 | $894K | Sell |
74,898
-4,522
| -6% | -$54K | ﹤0.01% | 918 |
|
|
2019
Q4 | $1.04M | Buy |
79,420
+12,314
| +18% | +$162K | ﹤0.01% | 957 |
|
|
2019
Q3 | $877K | Hold |
67,106
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q2 | $850K | Buy |
+67,106
| New | +$850K | ﹤0.01% | 1047 |
|