EP Wealth Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+3,781
| New | +$301K | ﹤0.01% | 1019 |
|
|
2025
Q1 | – | Sell |
-2,750
| Closed | -$223K | – | 1337 |
|
|
2024
Q4 | $223K | Buy |
+2,750
| New | +$223K | ﹤0.01% | 1021 |
|
|
2020
Q4 | – | Sell |
-3,368
| Closed | -$204K | – | 462 |
|
|
2020
Q3 | $204K | Buy |
+3,368
| New | +$204K | 0.01% | 341 |
|