Keudell/Morrison Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
66,964
-2,150
| -3% | -$12.9K | 0.09% | 139 |
|
|
2025
Q1 | $424K | Sell |
69,114
-2,500
| -3% | -$15.3K | 0.1% | 124 |
|
|
2024
Q4 | $428K | Sell |
71,614
-24,544
| -26% | -$147K | 0.11% | 124 |
|
|
2024
Q3 | $626K | Sell |
96,158
-22,000
| -19% | -$143K | 0.17% | 98 |
|
|
2024
Q2 | $733K | Sell |
118,158
-15,551
| -12% | -$96.4K | 0.21% | 85 |
|
|
2024
Q1 | $801K | Sell |
133,709
-38,649
| -22% | -$232K | 0.24% | 79 |
|
|
2023
Q4 | $1.05M | Sell |
172,358
-133,625
| -44% | -$812K | 0.35% | 55 |
|
|
2023
Q3 | $1.67M | Sell |
305,983
-14,500
| -5% | -$79.3K | 0.51% | 35 |
|
|
2023
Q2 | $1.95M | Sell |
320,483
-14,400
| -4% | -$87.7K | 0.56% | 30 |
|
|
2023
Q1 | $2.05M | Sell |
334,883
-300
| -0.1% | -$1.84K | 0.6% | 28 |
|
|
2022
Q4 | $2.1M | Buy |
335,183
+91,858
| +38% | +$577K | 0.68% | 26 |
|
|
2022
Q3 | $1.37M | Buy |
243,325
+89,800
| +58% | +$506K | 0.51% | 38 |
|
|
2022
Q2 | $1.02M | Buy |
+153,525
| New | +$1.02M | 0.37% | 59 |
|