Jeppson Wealth Management, LLC Kimco Realty Corp Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Kimco Realty Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 17,679 shares of KIM stock, worth $413,158. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,679

Previous 17,679 -0.0%

Holding current value

$413,158

Previous $344,000 19.19%

% of portfolio

0.15%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$17.6 - $19.53 $2,323 - $2,577	-132 Reduced 0.74%	17,679 $344,000
Q1 2024 Apr 17, 2024	SELL	$18.8 - $21.28 $3,120 - $3,532	-166 Reduced 0.92%	17,811 $349,000
Q4 2023 Jan 11, 2024	SELL	$16.38 - $22.59 $51,940 - $71,632	-3,171 Reduced 14.99%	17,977 $383,000
Q3 2023 Oct 25, 2023	SELL	$17.44 - $20.96 $4,203 - $5,051	-241 Reduced 1.13%	21,148 $371,000
Q2 2023 Jul 31, 2023	SELL	$17.89 - $19.72 $88,537 - $97,594	-4,949 Reduced 18.79%	21,389 $421,000
Q1 2023 Apr 27, 2023	BUY	$17.51 - $23.07 $44,825 - $59,059	2,560 Added 10.77%	26,338 $514,000
Q4 2022 Jan 27, 2023	BUY	$18.63 - $22.92 $1,676 - $2,062	90 Added 0.38%	23,778 $0
Q3 2022 Oct 20, 2022	BUY	$18.04 - $23.73 $116,303 - $152,987	6,447 Added 37.39%	23,688 $436,000
Q2 2022 Aug 03, 2022	BUY	$18.75 - $26.35 $70,687 - $99,339	3,770 Added 27.99%	17,241 $341,000
Q1 2022 Apr 27, 2022	BUY	$22.92 - $25.36 $22 - $25	1 Added 0.01%	13,471 $332,000
Q4 2021 Jan 19, 2022	SELL	$21.48 - $24.65 $16,281 - $18,684	-758 Reduced 5.33%	13,470 $332,000
Q3 2021 Nov 17, 2021	BUY	$19.57 - $22.3 $19 - $22	1 Added 0.01%	14,228 $295,000
Q2 2021 Jul 20, 2021	SELL	$19.05 - $22.24 $2,095 - $2,446	-110 Reduced 0.77%	14,227 $296,000
Q1 2021 May 19, 2021	SELL	$14.33 - $19.72 $415 - $571	-29 Reduced 0.2%	14,337 $268,000
Q4 2020 Mar 05, 2021	BUY	$10.22 - $15.61 $103,538 - $158,144	10,131 Added 239.22%	14,366 $216,000
Q3 2020 Nov 19, 2020	BUY	$10.71 - $13.06 $45,356 - $55,309	4,235 New	4,235 $48,000

Others Institutions Holding KIM

# of Institutions

594

Shares Held

585M

Call Options Held

185K

Put Options Held

307K

View Full List

About KIMCO REALTY CORP

Ticker KIM
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 618,460,992
Market Cap $14.5B

More about KIM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Account

Jeppson Wealth Management, LLC Kimco Realty Corp Transaction History