WKWM
Walter & Keenan Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $662K | Sell |
16,087
-11,955
| -43% | -$492K | 0.19% | 97 |
|
2025
Q1 | $1.1M | Buy |
28,042
+109
| +0.4% | +$4.27K | 0.33% | 71 |
|
2024
Q4 | $1.18M | Sell |
27,933
-489
| -2% | -$20.7K | 0.36% | 65 |
|
2024
Q3 | $1.22M | Sell |
28,422
-385
| -1% | -$16.5K | 0.37% | 66 |
|
2024
Q2 | $1.05M | Hold |
28,807
| – | – | 0.33% | 71 |
|
2024
Q1 | $1.07M | Sell |
28,807
-300
| -1% | -$11.2K | 0.35% | 70 |
|
2023
Q4 | $1M | Sell |
29,107
-1,988
| -6% | -$68.6K | 0.36% | 69 |
|
2023
Q3 | $788K | Sell |
31,095
-25,601
| -45% | -$648K | 0.31% | 77 |
|
2023
Q2 | $1.49M | Sell |
56,696
-1,576
| -3% | -$41.3K | 0.55% | 49 |
|
2023
Q1 | $1.55M | Buy |
58,272
+13,488
| +30% | +$359K | 0.59% | 48 |
|
2022
Q4 | $1.47M | Buy |
44,784
+900
| +2% | +$29.5K | 0.58% | 47 |
|
2022
Q3 | $1.4M | Sell |
43,884
-422
| -1% | -$13.5K | 0.6% | 48 |
|
2022
Q2 | $1.49M | Sell |
44,306
-6,101
| -12% | -$205K | 0.59% | 48 |
|
2022
Q1 | $2.17M | Hold |
50,407
| – | – | 0.74% | 46 |
|
2021
Q4 | $2.2M | Sell |
50,407
-19,000
| -27% | -$827K | 0.71% | 47 |
|
2021
Q3 | $2.95M | Buy |
69,407
+132
| +0.2% | +$5.6K | 1% | 32 |
|
2021
Q2 | $2.65M | Sell |
69,275
-900
| -1% | -$34.4K | 0.91% | 35 |
|
2021
Q1 | $2.63M | Sell |
70,175
-700
| -1% | -$26.2K | 0.93% | 34 |
|
2020
Q4 | $1.95M | Hold |
70,875
| – | – | 0.71% | 42 |
|
2020
Q3 | $1.51M | Sell |
70,875
-10,000
| -12% | -$213K | 0.6% | 50 |
|
2020
Q2 | $1.55M | Buy |
+80,875
| New | +$1.55M | 0.63% | 48 |
|
2020
Q1 | – | Sell |
-90,875
| Closed | -$2.79M | – | 147 |
|
2019
Q4 | $2.79M | Sell |
90,875
-8,193
| -8% | -$252K | 1.07% | 31 |
|
2019
Q3 | $2.71M | Sell |
99,068
-3,500
| -3% | -$95.8K | 1.03% | 35 |
|
2019
Q2 | $2.86M | Hold |
102,568
| – | – | 1.26% | 27 |
|
2019
Q1 | $2.59M | Buy |
102,568
+3,500
| +4% | +$88.3K | 1.14% | 27 |
|
2018
Q4 | $2.33M | Sell |
99,068
-126
| -0.1% | -$2.97K | 1.05% | 31 |
|
2018
Q3 | $2.77K | Hold |
99,194
| – | – | 0.83% | 28 |
|
2018
Q2 | $2.85M | Hold |
99,194
| – | – | 1.22% | 25 |
|
2018
Q1 | $3.15M | Hold |
99,194
| – | – | 1.36% | 21 |
|
2017
Q4 | $3.01M | Hold |
99,194
| – | – | 1.26% | 23 |
|
2017
Q3 | $2.78M | Hold |
99,194
| – | – | 1.28% | 22 |
|
2017
Q2 | $2.58M | Buy |
99,194
+401
| +0.4% | +$10.4K | 1.29% | 21 |
|
2017
Q1 | $2.51M | Hold |
98,793
| – | – | 1.3% | 23 |
|
2016
Q4 | $2.66M | Sell |
98,793
-22,193
| -18% | -$598K | 1.42% | 21 |
|
2016
Q3 | $2.48M | Buy |
120,986
+44,885
| +59% | +$918K | 1.37% | 23 |
|
2016
Q2 | $1.34M | Sell |
76,101
-10,362
| -12% | -$182K | 0.75% | 45 |
|
2016
Q1 | $1.44M | Buy |
86,463
+783
| +0.9% | +$13.1K | 0.83% | 41 |
|
2015
Q4 | $1.72M | Hold |
85,680
| – | – | 1% | 35 |
|
2015
Q3 | $1.62M | Buy |
85,680
+10,250
| +14% | +$194K | 1% | 34 |
|
2015
Q2 | $1.57M | Buy |
75,430
+1,102
| +1% | +$22.9K | 0.91% | 37 |
|
2015
Q1 | $1.4M | Hold |
74,328
| – | – | 0.79% | 48 |
|
2014
Q4 | $1.51M | Sell |
74,328
-9,862
| -12% | -$201K | 0.86% | 44 |
|
2014
Q3 | $1.69M | Buy |
84,190
+1
| +0% | +$20 | 0.99% | 33 |
|
2014
Q2 | $1.8M | Sell |
84,189
-2,890
| -3% | -$61.7K | 0.94% | 35 |
|
2014
Q1 | $2M | Buy |
+87,079
| New | +$2M | 1.1% | 29 |
|