Key shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Key (KEY) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Key
Tip: Access up to 7 years of quarterly data
All positions including Key held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Key by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 11k | 18.69 |
| 2025-06-30 | $193k | 11k | 17.42 |
| 2025-03-31 | $170k | 11k | 15.99 |
| 2024-12-31 | $182k | 11k | 17.14 |
| 2024-09-30 | $178k | 11k | 16.75 |
| 2024-06-30 | $152k | 11k | 14.21 |
| 2024-03-31 | $168k | 11k | 15.81 |
| 2023-12-31 | $153k | 11k | 14.40 |
| 2023-09-30 | $115k | 11k | 10.76 |
| 2023-06-30 | $97k | 11k | 9.24 |
| 2022-12-31 | $185k | 11k | 17.42 |
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