Wealth Management Associates’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $540K | Buy |
7,530
+1
| +0% | +$72 | 0.21% | 90 |
|
2025
Q1 | $510K | Buy |
7,529
+1
| +0% | +$68 | 0.22% | 89 |
|
2024
Q4 | $460K | Buy |
7,528
+1
| +0% | +$61 | 0.2% | 99 |
|
2024
Q3 | $431K | Buy |
7,527
+2
| +0% | +$115 | 0.19% | 115 |
|
2024
Q2 | $376K | Hold |
7,525
| – | – | 0.18% | 115 |
|
2024
Q1 | $376K | Buy |
+7,525
| New | +$376K | 0.18% | 115 |
|
2022
Q1 | – | Sell |
-13,758
| Closed | -$623K | – | 197 |
|
2021
Q4 | $623K | Buy |
13,758
+200
| +1% | +$9.05K | 0.34% | 75 |
|
2021
Q3 | $548K | Hold |
13,558
| – | – | 0.32% | 78 |
|
2021
Q2 | $519K | Buy |
13,558
+500
| +4% | +$19.2K | 0.29% | 86 |
|
2021
Q1 | $470K | Buy |
13,058
+1,535
| +13% | +$55.2K | 0.3% | 84 |
|
2020
Q4 | $366K | Sell |
11,523
-887
| -7% | -$28.2K | 0.24% | 105 |
|
2020
Q3 | $421K | Buy |
12,410
+3
| +0% | +$102 | 0.33% | 74 |
|
2020
Q2 | $420K | Buy |
12,407
+1,100
| +10% | +$37.2K | 0.35% | 67 |
|
2020
Q1 | $341K | Hold |
11,307
| – | – | 0.34% | 74 |
|
2019
Q4 | $328K | Hold |
11,307
| – | – | 0.23% | 97 |
|
2019
Q3 | $291K | Buy |
+11,307
| New | +$291K | 0.23% | 104 |
|