Waverly Advisors’s Kroger KR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.63M Buy
106,370
+234
+0.2% +$16.8K 0.08% 227
2025
Q1
$7.18M Buy
106,136
+1,447
+1% +$97.9K 0.09% 225
2024
Q4
$6.4M Buy
104,689
+32,837
+46% +$2.01M 0.1% 184
2024
Q3
$4.12M Sell
71,852
-1,417
-2% -$81.2K 0.08% 217
2024
Q2
$3.66M Buy
73,269
+1,531
+2% +$76.4K 0.07% 227
2024
Q1
$4.1M Buy
71,738
+66,857
+1,370% +$3.82M 0.1% 169
2023
Q4
$223K Buy
+4,881
New +$223K 0.01% 402
2014
Q4
Sell
-7,000
Closed -$182K 553
2014
Q3
$182K Hold
7,000
0.1% 96
2014
Q2
$173K Hold
7,000
0.07% 106
2014
Q1
$153K Hold
7,000
0.07% 108
2013
Q4
$138K Buy
+7,000
New +$138K 0.05% 184