Waverly Advisors’s KB Financial Group KB Stock Holding History

Waverly Advisors’s Portfolio KB Stock Details KB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Sell
2025 Q2	$419K	Hold
2025 Q1	$274K	Buy