Keudell/Morrison Wealth Management’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Sell |
38,249
-1,440
| -4% | -$54.1K | 0.29% | 55 |
|
|
2025
Q4 | $1.36M | Buy |
+39,689
| New | +$1.4M | 0.29% | 57 |
|
|
2025
Q2 | $1.23M | Sell |
35,513
-1,180
| -3% | -$41.5K | 0.27% | 57 |
|
|
2025
Q1 | $1.3M | Buy |
36,693
+328
| +0.9% | +$11.4K | 0.31% | 56 |
|
|
2024
Q4 | $1.26M | Sell |
36,365
-1,482
| -4% | -$54.8K | 0.33% | 55 |
|
|
2024
Q3 | $1.39M | Sell |
37,847
-383
| -1% | -$13.9K | 0.38% | 53 |
|
|
2024
Q2 | $1.32M | Sell |
38,230
-4,091
| -10% | -$136K | 0.39% | 54 |
|
|
2024
Q1 | $1.38M | Sell |
42,321
-1,842
| -4% | -$58.7K | 0.42% | 51 |
|
|
2023
Q4 | $1.42M | Sell |
44,163
-7,875
| -15% | -$255K | 0.47% | 46 |
|
|
2023
Q3 | $1.67M | Buy |
52,038
+811
| +2% | +$26.8K | 0.51% | 36 |
|
|
2023
Q2 | $1.69M | Buy |
51,227
+2,703
| +6% | +$90.2K | 0.49% | 36 |
|
|
2023
Q1 | $1.7M | Sell |
48,524
-483
| -1% | -$17.4K | 0.5% | 34 |
|
|
2022
Q4 | $1.74M | Sell |
49,007
-1,319
| -3% | -$50.2K | 0.56% | 33 |
|
|
2022
Q3 | $1.89M | Sell |
50,326
-1,780
| -3% | -$74.1K | 0.71% | 25 |
|
|
2022
Q2 | $2M | Buy |
52,106
+10,627
| +26% | +$392K | 0.73% | 28 |
|
|
2022
Q1 | $1.6M | Sell |
41,479
-458
| -1% | -$16.2K | 0.67% | 36 |
|
|
2021
Q4 | $1.43M | Sell |
41,937
-2,922
| -7% | -$97.5K | 0.57% | 42 |
|
|
2021
Q3 | $1.42M | Buy |
44,859
+6,733
| +18% | +$241K | 0.61% | 40 |
|
|
2021
Q2 | $1.46M | Buy |
38,126
+3,477
| +10% | +$142K | 0.8% | 36 |
|
|
2021
Q1 | $1.45M | Buy |
34,649
+221
| +0.6% | +$9.11K | 0.85% | 34 |
|
|
2020
Q4 | $1.34M | Buy |
34,428
+905
| +3% | +$33.3K | 0.85% | 32 |
|
|
2020
Q3 | $1.17M | Buy |
33,523
+7,624
| +29% | +$281K | 0.75% | 37 |
|
|
2020
Q2 | $976K | Buy |
25,899
+4,243
| +20% | +$151K | 0.81% | 39 |
|
|
2020
Q1 | $669K | Buy |
21,656
+735
| +4% | +$31.4K | 0.65% | 56 |
|
|
2019
Q4 | $937K | Sell |
20,921
-952
| -4% | -$45.7K | 0.65% | 51 |
|
|
2019
Q3 | $1.12M | Sell |
21,873
-384
| -2% | -$18.5K | 0.92% | 35 |
|
|
2019
Q2 | $1.03M | Sell |
22,257
-1,758
| -7% | -$79.7K | 0.9% | 41 |
|
|
2019
Q1 | $1.1M | Buy |
+24,015
| New | +$1.08M | 0.97% | 35 |
|
Other funds holding LTC
VPM
VCM
ACM