Cambridge Investment Research Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Buy |
32,830
+364
| +1% | +$3.85K | ﹤0.01% | 3172 |
|
|
2025
Q4 | $347K | Sell |
32,466
-2,312
| -7% | -$24K | ﹤0.01% | 3050 |
|
|
2025
Q3 | $359K | Sell |
34,778
-4,789
| -12% | -$47.7K | ﹤0.01% | 2961 |
|
|
2025
Q2 | $391K | Sell |
39,567
-8,318
| -17% | -$81.9K | ﹤0.01% | 2769 |
|
|
2025
Q1 | $488K | Buy |
47,885
+1,090
| +2% | +$11.4K | ﹤0.01% | 2462 |
|
|
2024
Q4 | $474K | Sell |
46,795
-19,698
| -30% | -$207K | ﹤0.01% | 2471 |
|
|
2024
Q3 | $725K | Sell |
66,493
-926
| -1% | -$9.71K | ﹤0.01% | 2112 |
|
|
2024
Q2 | $692K | Buy |
67,419
+3,288
| +5% | +$32.8K | ﹤0.01% | 2038 |
|
|
2024
Q1 | $652K | Sell |
64,131
-1,717
| -3% | -$17.6K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $674K | Buy |
65,848
+13,694
| +26% | +$131K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $480K | Sell |
52,154
-945
| -2% | -$9.38K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $542K | Buy |
53,099
+5,517
| +12% | +$56K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $493K | Buy |
47,582
+3,884
| +9% | +$44.7K | ﹤0.01% | 2086 |
|
|
2022
Q4 | $474K | Buy |
43,698
+5,422
| +14% | +$57.4K | ﹤0.01% | 2058 |
|
|
2022
Q3 | $375K | Sell |
38,276
-1,962
| -5% | -$23K | ﹤0.01% | 2175 |
|
|
2022
Q2 | $474K | Buy |
40,238
+16,741
| +71% | +$185K | ﹤0.01% | 2006 |
|
|
2022
Q1 | $274K | Sell |
23,497
-903
| -4% | -$11.3K | ﹤0.01% | 2618 |
|
|
2021
Q4 | $351K | Sell |
24,400
-244
| -1% | -$3.4K | ﹤0.01% | 2388 |
|
|
2021
Q3 | $338K | Sell |
24,644
-179
| -0.7% | -$2.57K | ﹤0.01% | 2362 |
|
|
2021
Q2 | $351K | Buy |
24,823
+1,028
| +4% | +$14.3K | ﹤0.01% | 2357 |
|
|
2021
Q1 | $319K | Buy |
23,795
+1,921
| +9% | +$26.1K | ﹤0.01% | 2237 |
|
|
2020
Q4 | $299K | Buy |
21,874
+1,912
| +10% | +$25.3K | ﹤0.01% | 2140 |
|
|
2020
Q3 | $259K | Buy |
19,962
+565
| +3% | +$7.52K | ﹤0.01% | 2049 |
|
|
2020
Q2 | $248K | Sell |
19,397
-641
| -3% | -$7.89K | ﹤0.01% | 2036 |
|
|
2020
Q1 | $239K | Sell |
20,038
-1,142
| -5% | -$14.8K | ﹤0.01% | 1822 |
|
|
2019
Q4 | $279K | Buy |
+21,180
| New | +$278K | ﹤0.01% | 1958 |
|
|
2018
Q3 | – | Sell |
-25,502
| Closed | -$298K | – | 2290 |
|
|
2018
Q2 | $298K | Buy |
25,502
+811
| +3% | +$9.44K | ﹤0.01% | 1735 |
|
|
2018
Q1 | $288K | Buy |
24,691
+548
| +2% | +$6.54K | ﹤0.01% | 1704 |
|
|
2017
Q4 | $298K | Sell |
24,143
-3,604
| -13% | -$45.2K | ﹤0.01% | 1665 |
|
|
2017
Q3 | $350K | Buy |
27,747
+182
| +0.7% | +$2.3K | ﹤0.01% | 1468 |
|
|
2017
Q2 | $345K | Sell |
27,565
-2,972
| -10% | -$36.7K | 0.01% | 1428 |
|
|
2017
Q1 | $367K | Buy |
30,537
+3,379
| +12% | +$41K | 0.01% | 1247 |
|
|
2016
Q4 | $325K | Buy |
27,158
+5,211
| +24% | +$64K | 0.01% | 1228 |
|
|
2016
Q3 | $293K | Buy |
+21,947
| New | +$294K | 0.01% | 1311 |
|
|
2015
Q2 | – | Sell |
-15,222
| Closed | -$187K | – | 1481 |
|
|
2015
Q1 | $187K | Sell |
15,222
-2,585
| -15% | -$31.6K | 0.01% | 1268 |
|
|
2014
Q4 | $214K | Buy |
+17,807
| New | +$211K | 0.01% | 1180 |
|
|
2014
Q3 | – | Sell |
-10,520
| Closed | -$124K | – | 1487 |
|
|
2014
Q2 | $124K | Buy |
+10,520
| New | +$122K | ﹤0.01% | 1267 |
|
Other funds holding PMO
AAM
RCM
GC
RCM
HWAM
MWM
1CP
