GWM
Greenwich Wealth Management’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
37,284
-1,144
| -3% | -$24.1K | 0.04% | 144 |
|
|
2025
Q1 | $816K | Sell |
38,428
-1,421
| -4% | -$30.2K | 0.06% | 132 |
|
|
2024
Q4 | $934K | Hold |
39,849
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $925K | Sell |
39,849
-822
| -2% | -$19.1K | 0.06% | 126 |
|
|
2024
Q2 | $791K | Sell |
40,671
-1,756
| -4% | -$34.2K | 0.06% | 121 |
|
|
2024
Q1 | $832K | Buy |
42,427
+2,328
| +6% | +$45.7K | 0.07% | 123 |
|
|
2023
Q4 | $855K | Sell |
40,099
-1,773
| -4% | -$37.8K | 0.08% | 118 |
|
|
2023
Q3 | $737K | Sell |
41,872
-3,141
| -7% | -$55.3K | 0.08% | 124 |
|
|
2023
Q2 | $888K | Sell |
45,013
-1,394
| -3% | -$27.5K | 0.09% | 112 |
|
|
2023
Q1 | $906K | Buy |
46,407
+160
| +0.3% | +$3.12K | 0.1% | 110 |
|
|
2022
Q4 | $980K | Sell |
46,247
-2,452
| -5% | -$52K | 0.11% | 108 |
|
|
2022
Q3 | $897K | Buy |
48,699
+8
| +0% | +$147 | 0.1% | 112 |
|
|
2022
Q2 | $963K | Buy |
48,691
+351
| +0.7% | +$6.94K | 0.13% | 114 |
|
|
2022
Q1 | $1.19M | Sell |
48,340
-810
| -2% | -$20K | 0.12% | 100 |
|
|
2021
Q4 | $1.21M | Sell |
49,150
-570
| -1% | -$14.1K | 0.1% | 95 |
|
|
2021
Q3 | $1.03M | Sell |
49,720
-63
| -0.1% | -$1.31K | 0.09% | 108 |
|
|
2021
Q2 | $1.04M | Sell |
49,783
-1,920
| -4% | -$40K | 0.09% | 102 |
|
|
2021
Q1 | $969K | Sell |
51,703
-4,999
| -9% | -$93.7K | 0.08% | 100 |
|
|
2020
Q4 | $851K | Buy |
56,702
+554
| +1% | +$8.32K | 0.07% | 103 |
|
|
2020
Q3 | $632K | Buy |
56,148
+4,611
| +9% | +$51.9K | 0.11% | 110 |
|
|
2020
Q2 | $662K | Sell |
51,537
-30,582
| -37% | -$393K | 0.13% | 103 |
|
|
2020
Q1 | $794K | Buy |
82,119
+3,546
| +5% | +$34.3K | 0.17% | 87 |
|
|
2019
Q4 | $1.63M | Sell |
78,573
-478
| -0.6% | -$9.9K | 0.33% | 66 |
|
|
2019
Q3 | $1.65M | Sell |
79,051
-1,400
| -2% | -$29.2K | 0.32% | 61 |
|
|
2019
Q2 | $1.49M | Buy |
80,451
+2,812
| +4% | +$52K | 0.26% | 66 |
|
|
2019
Q1 | $1.44M | Sell |
77,639
-1,352
| -2% | -$25K | 0.25% | 63 |
|
|
2018
Q4 | $1.16M | Buy |
78,991
+11,690
| +17% | +$171K | 0.23% | 72 |
|
|
2018
Q3 | $1.13M | Buy |
67,301
+16,213
| +32% | +$271K | 0.2% | 76 |
|
|
2018
Q2 | $868K | Buy |
51,088
+1,115
| +2% | +$18.9K | 0.15% | 88 |
|
|
2018
Q1 | $720K | Buy |
49,973
+12,618
| +34% | +$182K | 0.11% | 93 |
|
|
2017
Q4 | $678K | Sell |
37,355
-3,904
| -9% | -$70.9K | 0.11% | 97 |
|
|
2017
Q3 | $807K | Buy |
41,259
+7,130
| +21% | +$139K | 0.14% | 89 |
|
|
2017
Q2 | $626K | Buy |
34,129
+1,105
| +3% | +$20.3K | 0.1% | 102 |
|
|
2017
Q1 | $729K | Buy |
+33,024
| New | +$729K | 0.1% | 90 |
|
|
2016
Q2 | – | Sell |
-7,150
| Closed | -$206K | – | 204 |
|
|
2016
Q1 | $206K | Buy |
+7,150
| New | +$206K | 0.05% | 173 |
|
|
2015
Q3 | – | Sell |
-14,650
| Closed | -$330K | – | 176 |
|
|
2015
Q2 | $330K | Hold |
14,650
| – | – | 0.04% | 145 |
|
|
2015
Q1 | $393K | Hold |
14,650
| – | – | 0.04% | 141 |
|
|
2014
Q4 | $368K | Hold |
14,650
| – | – | 0.02% | 144 |
|
|
2014
Q3 | $321K | Hold |
14,650
| – | – | 0.02% | 150 |
|
|
2014
Q2 | $337K | Hold |
14,650
| – | – | 0.02% | 135 |
|
|
2014
Q1 | $321K | Sell |
14,650
-100
| -0.7% | -$2.19K | 0.02% | 133 |
|
|
2013
Q4 | $291K | Buy |
+14,750
| New | +$291K | 0.03% | 140 |
|