CM Wealth Advisors’s KeyCorp KEY Stock Holding History

CM Wealth Advisors’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Hold
2025 Q1	$232K	Hold
2024 Q4	$248K	Sell
2024 Q3	$256K	Sell
2024 Q2	$221K	Sell
2024 Q1	$744K	Buy
2023 Q4	$235K	Buy
2023 Q3	–	Sell
2023 Q2	$463K	Buy