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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $705K | Buy |
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|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $135K | Buy |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $71K | Hold |
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|
2020
Q1 | $71K | Hold |
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|
2019
Q4 | $71K | Hold |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $71K | Buy |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $31K | Buy |
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|
2018
Q1 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $12K | Buy |
|