Integrated Wealth Concepts’s Kellanova K Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
7,565
+1,507
+25% +$120K 0.01% 1166
2025
Q1
$500K Sell
6,058
-98
-2% -$8.08K 0.01% 1137
2024
Q4
$498K Buy
6,156
+97
+2% +$7.85K 0.01% 1121
2024
Q3
$489K Sell
6,059
-9,553
-61% -$771K 0.01% 1095
2024
Q2
$900K Sell
15,612
-64
-0.4% -$3.69K 0.01% 807
2024
Q1
$898K Sell
15,676
-240
-2% -$13.8K 0.01% 804
2023
Q4
$890K Buy
15,916
+1,058
+7% +$59.2K 0.01% 773
2023
Q3
$830K Buy
14,858
+447
+3% +$25K 0.01% 764
2023
Q2
$912K Buy
14,411
+7,808
+118% +$494K 0.02% 716
2023
Q1
$415K Buy
+6,603
New +$415K 0.01% 918
2022
Q3
Sell
-8,504
Closed -$570K 982
2022
Q2
$570K Sell
8,504
-4,604
-35% -$309K 0.02% 569
2022
Q1
$794K Buy
+13,108
New +$794K 0.02% 452