Mark Sheptoff Financial Planning’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.1K | Hold |
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|
2025
Q2 | $16.1K | Hold |
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|
2025
Q1 | $16.1K | Hold |
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|
2024
Q4 | $16.1K | Sell |
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|
2024
Q3 | $48.4K | Hold |
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|
2024
Q2 | $34.6K | Hold |
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|
2024
Q1 | $34.4K | Hold |
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|
2023
Q4 | $33.5K | Sell |
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|
2023
Q3 | $35.7K | Hold |
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|
2023
Q2 | $40.4K | Buy |
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|
2023
Q1 | $26.8K | Hold |
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|
2022
Q4 | $28.5K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $38K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $122K | Buy |
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|
2016
Q2 | $116K | Buy |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Buy |
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|
2015
Q2 | $1K | Buy |
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