Daymark Wealth Partners’s WK Kellogg Co KLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
74,000
| – | – | 0.04% | 242 |
|
|
2025
Q1 | $1.47M | Sell |
74,000
-12
| -0% | -$239 | 0.06% | 195 |
|
|
2024
Q4 | $1.33M | Sell |
74,012
-163
| -0.2% | -$2.93K | 0.06% | 200 |
|
|
2024
Q3 | $1.27M | Hold |
74,175
| – | – | 0.05% | 214 |
|
|
2024
Q2 | $1.22M | Sell |
74,175
-86
| -0.1% | -$1.42K | 0.06% | 212 |
|
|
2024
Q1 | $1.4M | Sell |
74,261
-12
| -0% | -$226 | 0.08% | 162 |
|
|
2023
Q4 | $976K | Buy |
+74,273
| New | +$976K | 0.06% | 188 |
|