EWM
Evercore Wealth Management’s Kroger KR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
3,432
| – | – | ﹤0.01% | 365 |
|
|
2025
Q1 | $232K | Sell |
3,432
-156
| -4% | -$10.6K | ﹤0.01% | 371 |
|
|
2024
Q4 | $219K | Hold |
3,588
| – | – | ﹤0.01% | 388 |
|
|
2024
Q3 | $206K | Buy |
+3,588
| New | +$206K | ﹤0.01% | 400 |
|
|
2024
Q2 | – | Sell |
-3,588
| Closed | -$205K | – | 423 |
|
|
2024
Q1 | $205K | Buy |
+3,588
| New | +$205K | ﹤0.01% | 401 |
|
|
2022
Q2 | – | Sell |
-3,614
| Closed | -$207K | – | 416 |
|
|
2022
Q1 | $207K | Buy |
+3,614
| New | +$207K | ﹤0.01% | 414 |
|
|
2021
Q4 | – | Sell |
-4,960
| Closed | -$201K | – | 425 |
|
|
2021
Q3 | $201K | Buy |
+4,960
| New | +$201K | ﹤0.01% | 411 |
|
|
2020
Q4 | – | Sell |
-7,541
| Closed | -$256K | – | 424 |
|
|
2020
Q3 | $256K | Buy |
7,541
+52
| +0.7% | +$1.77K | 0.01% | 328 |
|
|
2020
Q2 | $254K | Buy |
7,489
+5
| +0.1% | +$170 | 0.01% | 325 |
|
|
2020
Q1 | $225K | Buy |
+7,484
| New | +$225K | 0.01% | 328 |
|
|
2018
Q1 | – | Sell |
-4,660
| Closed | -$128K | – | 591 |
|
|
2017
Q4 | $128K | Sell |
4,660
-234
| -5% | -$6.43K | ﹤0.01% | 424 |
|
|
2017
Q3 | $98K | Sell |
4,894
-412
| -8% | -$8.25K | ﹤0.01% | 466 |
|
|
2017
Q2 | $124K | Sell |
5,306
-735
| -12% | -$17.2K | ﹤0.01% | 427 |
|
|
2017
Q1 | $178K | Buy |
6,041
+660
| +12% | +$19.4K | 0.01% | 387 |
|
|
2016
Q4 | $186K | Sell |
5,381
-65
| -1% | -$2.25K | 0.01% | 387 |
|
|
2016
Q3 | $162K | Sell |
5,446
-1,099
| -17% | -$32.7K | 0.01% | 416 |
|
|
2016
Q2 | $241K | Sell |
6,545
-521
| -7% | -$19.2K | 0.01% | 328 |
|
|
2016
Q1 | $270K | Buy |
7,066
+83
| +1% | +$3.17K | 0.01% | 311 |
|
|
2015
Q4 | $292K | Buy |
6,983
+1,943
| +39% | +$81.2K | 0.01% | 317 |
|
|
2015
Q3 | $181K | Buy |
5,040
+2,590
| +106% | +$93K | 0.01% | 396 |
|
|
2015
Q2 | $176K | Hold |
2,450
| – | – | 0.01% | 439 |
|
|
2015
Q1 | $188K | Buy |
2,450
+11
| +0.5% | +$844 | 0.01% | 427 |
|
|
2014
Q4 | $155K | Buy |
2,439
+119
| +5% | +$7.56K | 0.01% | 398 |
|
|
2014
Q3 | $120K | Hold |
2,320
| – | – | 0.01% | 484 |
|
|
2014
Q2 | $113K | Buy |
2,320
+70
| +3% | +$3.41K | 0.01% | 489 |
|
|
2014
Q1 | $97K | Hold |
2,250
| – | – | 0.01% | 488 |
|
|
2013
Q4 | $89K | Hold |
2,250
| – | – | ﹤0.01% | 474 |
|
|
2013
Q3 | $90K | Hold |
2,250
| – | – | 0.01% | 501 |
|
|
2013
Q2 | $77K | Buy |
+2,250
| New | +$77K | ﹤0.01% | 517 |
|