GeoWealth Management’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
Q1 | – | Sell |
-136
| Closed | -$2.45K | – | 1481 |
|
|
2024
Q4 | $2.45K | Sell |
136
-9
| -6% | -$162 | ﹤0.01% | 1635 |
|
|
2024
Q3 | $2.48K | Sell |
145
-149
| -51% | -$2.55K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $4.84K | Buy |
294
+16
| +6% | +$263 | ﹤0.01% | 851 |
|
|
2024
Q1 | $5.23K | Buy |
+278
| New | +$5.23K | ﹤0.01% | 841 |
|