Key shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Key (KEY) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Key
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All positions including Key held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Key by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 12k | 18.01 |
| 2025-06-30 | $213k | 12k | 18.49 |
| 2025-03-31 | $213k | 16k | 13.73 |
| 2024-12-31 | $259k | 16k | 16.72 |
| 2024-09-30 | $280k | 16k | 17.49 |
| 2024-06-30 | $269k | 17k | 15.50 |
| 2024-03-31 | $258k | 18k | 14.63 |
| 2023-12-31 | $196k | 14k | 14.39 |
| 2023-09-30 | $197k | 18k | 11.08 |
| 2023-06-30 | $163k | 16k | 10.16 |
| 2022-12-31 | $257k | 14k | 18.21 |
| 2022-09-30 | $267k | 16k | 16.92 |
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