Baker Tilly Wealth Management’s Kroger KR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,199
Closed -$297K 354
2024
Q1
$297K Hold
5,199
0.05% 346
2023
Q4
$238K Sell
5,199
-401
-7% -$18.3K 0.04% 420
2023
Q3
$251K Sell
5,600
-386
-6% -$17.3K 0.04% 395
2023
Q2
$281K Buy
5,986
+227
+4% +$10.7K 0.03% 463
2023
Q1
$284K Buy
5,759
+175
+3% +$8.64K 0.03% 460
2022
Q4
$249K Sell
5,584
-1,302
-19% -$58K 0.03% 471
2022
Q3
$301K Buy
6,886
+1,204
+21% +$52.6K 0.04% 412
2022
Q2
$269K Buy
+5,682
New +$269K 0.04% 429