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