Key shares owned by Cm Wealth Advisors
Historical chart of Cm Wealth Advisors investment in Key
Tip: Access up to 7 years of quarterly data
All positions including Key held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Key by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 14k | 18.69 |
| 2025-06-30 | $253k | 15k | 17.42 |
| 2025-03-31 | $232k | 15k | 15.99 |
| 2024-12-31 | $248k | 15k | 17.14 |
| 2024-09-30 | $256k | 15k | 16.75 |
| 2024-06-30 | $221k | 16k | 14.21 |
| 2024-03-31 | $744k | 50k | 14.93 |
| 2023-12-31 | $235k | 16k | 14.40 |
| 2023-06-30 | $463k | 37k | 12.57 |