Pinnacle Wealth Planning Services’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Buy |
3,998
+929
| +30% | +$66.6K | 0.04% | 311 |
|
2025
Q1 | $208K | Buy |
+3,069
| New | +$208K | 0.03% | 356 |
|
2024
Q4 | – | Sell |
-4,267
| Closed | -$244K | – | 485 |
|
2024
Q3 | $244K | Hold |
4,267
| – | – | 0.03% | 373 |
|
2024
Q2 | $213K | Hold |
4,267
| – | – | 0.03% | 406 |
|
2024
Q1 | $244K | Buy |
+4,267
| New | +$244K | 0.04% | 367 |
|
2023
Q3 | – | Sell |
-4,674
| Closed | -$220K | – | 468 |
|
2023
Q2 | $220K | Hold |
4,674
| – | – | 0.04% | 352 |
|
2023
Q1 | $231K | Buy |
4,674
+13
| +0.3% | +$642 | 0.04% | 335 |
|
2022
Q4 | $208K | Sell |
4,661
-64
| -1% | -$2.85K | 0.04% | 366 |
|
2022
Q3 | $207K | Hold |
4,725
| – | – | 0.04% | 319 |
|
2022
Q2 | $224K | Buy |
4,725
+22
| +0.5% | +$1.04K | 0.04% | 313 |
|
2022
Q1 | $270K | Buy |
+4,703
| New | +$270K | 0.05% | 290 |
|
2021
Q1 | – | Sell |
-2,760
| Closed | -$87K | – | 1193 |
|
2020
Q4 | $87K | Buy |
+2,760
| New | +$87K | 0.02% | 532 |
|