EverSource Wealth Advisors’s WK Kellogg Co KLG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.2K Sell
389
-157
-29% -$2.5K ﹤0.01% 3055
2025
Q1
$10.9K Sell
546
-24
-4% -$478 ﹤0.01% 2068
2024
Q4
$10.3K Sell
570
-21
-4% -$378 ﹤0.01% 1977
2024
Q3
$10.1K Buy
591
+33
+6% +$565 ﹤0.01% 1859
2024
Q2
$9.82K Buy
558
+405
+265% +$7.13K ﹤0.01% 1862
2024
Q1
$3.57K Hold
153
﹤0.01% 2196
2023
Q4
$2.01K Buy
+153
New +$2.01K ﹤0.01% 2165