Concord Wealth Partners’s Putnam Managed Municipal Income PMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,554	Closed	-$9.74K	–	635
2025 Q4	$9.74K	Hold	1,554	–	–	﹤0.01%	543
2025 Q3	$9.39K	Hold	1,554	–	–	﹤0.01%	548
2025 Q2	$9.29K	Hold	1,554	–	–	﹤0.01%	551
2025 Q1	$9.53K	Hold	1,554	–	–	﹤0.01%	515
2024 Q4	$9.28K	Hold	1,554	–	–	﹤0.01%	536
2024 Q3	$10.1K	Hold	1,554	–	–	﹤0.01%	556
2024 Q2	$9.63K	Hold	1,554	–	–	﹤0.01%	512
2024 Q1	$9.31K	Hold	1,554	–	–	﹤0.01%	579
2023 Q4	$9.45K	Hold	1,554	–	–	﹤0.01%	574
2023 Q3	$8.5K	Hold	1,554	–	–	﹤0.01%	642
2023 Q2	$9.46K	Hold	1,554	–	–	﹤0.01%	609
2023 Q1	$9.53K	Hold	1,554	–	–	﹤0.01%	600
2022 Q4	$9.76K	Buy	+1,554	New	+$9.43K	﹤0.01%	638
2022 Q3	–	Sell	-1,554	Closed	-$10K	–	866
2022 Q2	$10K	Hold	1,554	–	–	﹤0.01%	694
2022 Q1	$11K	Hold	1,554	–	–	﹤0.01%	761
2021 Q4	$14K	Hold	1,554	–	–	﹤0.01%	719
2021 Q3	$13K	Hold	1,554	–	–	0.01%	439
2021 Q2	$14K	Hold	1,554	–	–	﹤0.01%	569
2021 Q1	$13K	Hold	1,554	–	–	﹤0.01%	544
2020 Q4	$13K	Buy	+1,554	New	+$12.1K	0.01%	349