AWM
Aprio Wealth Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
9,851
+234
| +2% | +$19.3K | 0.09% | 126 |
|
|
2025
Q1 | $520K | Buy |
9,617
+446
| +5% | +$24.1K | 0.07% | 176 |
|
|
2024
Q4 | $522K | Buy |
9,171
+1,171
| +15% | +$66.6K | 0.08% | 132 |
|
|
2024
Q3 | $494K | Buy |
8,000
+868
| +12% | +$53.6K | 0.08% | 127 |
|
|
2024
Q2 | $404K | Buy |
7,132
+916
| +15% | +$51.9K | 0.07% | 124 |
|
|
2024
Q1 | $324K | Buy |
6,216
+1,029
| +20% | +$53.6K | 0.06% | 144 |
|
|
2023
Q4 | $215K | Buy |
+5,187
| New | +$215K | 0.05% | 176 |
|