Carson Wealth (CWM LLC)’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 | $373K | Buy |
16,595
+1,616
| +11% | +$35.6K | ﹤0.01% | 2240 |
|
|
2025
Q4 | $304K | Sell |
14,979
-17,289
| -54% | -$359K | ﹤0.01% | 2244 |
|
|
2025
Q3 | $705K | Buy |
32,268
+17,233
| +115% | +$375K | ﹤0.01% | 1603 |
|
|
2025
Q2 | $316K | Buy |
15,035
+1,813
| +14% | +$37.6K | ﹤0.01% | 1829 |
|
|
2025
Q1 | $281K | Sell |
13,222
-308
| -2% | -$6.72K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $317K | Buy |
13,530
+207
| +2% | +$5.01K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $309K | Buy |
13,323
+595
| +5% | +$13.1K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $248K | Buy |
12,728
+1,473
| +13% | +$27.6K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $221K | Buy |
11,255
+867
| +8% | +$17.2K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $221K | Buy |
10,388
+1,788
| +21% | +$33.7K | ﹤0.01% | 1383 |
|
|
2023
Q3 | $151K | Buy |
8,600
+349
| +4% | +$6.78K | ﹤0.01% | 1425 |
|
|
2023
Q2 | $163K | Sell |
8,251
-604
| -7% | -$11.4K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $173K | Sell |
8,855
-365
| -4% | -$7.51K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $195K | Sell |
9,220
-207
| -2% | -$4.35K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $174K | Buy |
9,427
+1,757
| +23% | +$37.1K | ﹤0.01% | 1106 |
|
|
2022
Q2 | $152K | Sell |
7,670
-426
| -5% | -$9.79K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $200K | Buy |
8,096
+2,622
| +48% | +$63.3K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $135K | Buy |
+5,474
| New | +$127K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q1 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q4 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q3 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q2 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q4 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q3 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q2 | $71K | Hold |
3,392
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q1 | $71K | Buy |
3,392
+1,616
| +91% | +$27.7K | ﹤0.01% | 1260 |
|
|
2018
Q4 | $26K | Buy |
1,776
+32
| +2% | +$502 | ﹤0.01% | 1062 |
|
|
2018
Q3 | $29K | Sell |
1,744
-103
| -6% | -$1.73K | ﹤0.01% | 867 |
|
|
2018
Q2 | $31K | Buy |
1,847
+1,744
| +1,693% | +$26.3K | ﹤0.01% | 736 |
|
|
2018
Q1 | $1K | Buy |
+103
| New | +$1.59K | ﹤0.01% | 1290 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$9K | – | 1253 |
|
|
2017
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 776 |
|
|
2016
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 733 |
|
|
2016
Q3 | $12K | Buy |
+400
| New | +$12.2K | ﹤0.01% | 655 |
|
Other funds holding KIM
VPM
VCM
