Phillips Wealth Planners’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $401K | Sell |
5,749
-377
| -6% | -$26.3K | 0.36% | 96 |
|
2025
Q1 | $418K | Buy |
6,126
+66
| +1% | +$4.5K | 0.44% | 74 |
|
2024
Q4 | $358K | Sell |
6,060
-14
| -0.2% | -$828 | 0.36% | 93 |
|
2024
Q3 | $344K | Buy |
6,074
+733
| +14% | +$41.5K | 0.33% | 111 |
|
2024
Q2 | $283K | Buy |
5,341
+1,246
| +30% | +$66K | 0.3% | 127 |
|
2024
Q1 | $226K | Buy |
+4,095
| New | +$226K | 0.26% | 151 |
|
2023
Q2 | – | Sell |
-4,093
| Closed | -$202K | – | 153 |
|
2023
Q1 | $202K | Buy |
+4,093
| New | +$202K | 0.27% | 142 |
|