CWM
CCG Wealth Management’s Kemper KMPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
3,770
| – | – | 0.13% | 71 |
|
|
2025
Q1 | $252K | Hold |
3,770
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $250K | Hold |
3,770
| – | – | 0.14% | 59 |
|
|
2024
Q3 | $231K | Hold |
3,770
| – | – | 0.13% | 64 |
|
|
2024
Q2 | $224K | Hold |
3,770
| – | – | 0.13% | 61 |
|
|
2024
Q1 | $233K | Buy |
+3,770
| New | +$233K | 0.14% | 65 |
|
|
2023
Q3 | – | Sell |
-4,919
| Closed | -$237K | – | 67 |
|
|
2023
Q2 | $237K | Sell |
4,919
-105
| -2% | -$5.07K | 0.15% | 55 |
|
|
2023
Q1 | $275K | Hold |
5,024
| – | – | 0.18% | 49 |
|
|
2022
Q4 | $247K | Sell |
5,024
-400
| -7% | -$19.7K | 0.14% | 80 |
|
|
2022
Q3 | $224K | Sell |
5,424
-686
| -11% | -$28.3K | 0.14% | 79 |
|
|
2022
Q2 | $293K | Sell |
6,110
-800
| -12% | -$38.4K | 0.17% | 69 |
|
|
2022
Q1 | $391K | Sell |
6,910
-2,100
| -23% | -$119K | 0.19% | 67 |
|
|
2021
Q4 | $530K | Sell |
9,010
-2,920
| -24% | -$172K | 0.28% | 41 |
|
|
2021
Q3 | $797K | Sell |
11,930
-1,562
| -12% | -$104K | 0.46% | 42 |
|
|
2021
Q2 | $997K | Sell |
13,492
-1,146
| -8% | -$84.7K | 0.77% | 25 |
|
|
2021
Q1 | $1.17M | Sell |
14,638
-73,335
| -83% | -$5.85M | 1.15% | 22 |
|
|
2020
Q4 | $6.76M | Sell |
87,973
-79,313
| -47% | -$6.09M | 7.12% | 3 |
|
|
2020
Q3 | $11.2M | Sell |
167,286
-6,000
| -3% | -$401K | 10.47% | 2 |
|
|
2020
Q2 | $12.6M | Hold |
173,286
| – | – | 11.72% | 1 |
|
|
2020
Q1 | $12.9M | Sell |
173,286
-2,749
| -2% | -$204K | 12.38% | 1 |
|
|
2019
Q4 | $13.6M | Sell |
176,035
-13,000
| -7% | -$1.01M | 8.64% | 2 |
|
|
2019
Q3 | $14.7M | Sell |
189,035
-1,310
| -0.7% | -$102K | 10.05% | 1 |
|
|
2019
Q2 | $16.4M | Hold |
190,345
| – | – | 11.73% | 1 |
|
|
2019
Q1 | $14.5M | Sell |
190,345
-5,000
| -3% | -$381K | 11.63% | 2 |
|
|
2018
Q4 | $13M | Buy |
+195,345
| New | +$13M | 12.61% | 2 |
|