Aaron Wealth Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
5,676
+515
| +10% | +$42.5K | 0.05% | 250 |
|
|
2025
Q1 | $279K | Buy |
5,161
+325
| +7% | +$17.6K | 0.03% | 342 |
|
|
2024
Q4 | $275K | Buy |
4,836
+81
| +2% | +$4.61K | 0.03% | 339 |
|
|
2024
Q3 | $294K | Buy |
4,755
+841
| +21% | +$51.9K | 0.04% | 309 |
|
|
2024
Q2 | $222K | Buy |
+3,914
| New | +$222K | 0.03% | 291 |
|
|
2022
Q2 | – | Sell |
-120,268
| Closed | -$2.46M | – | 525 |
|
|
2022
Q1 | $2.46M | Buy |
+120,268
| New | +$2.46M | 0.03% | 207 |
|