Allworth Financial’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35K | Sell |
493
-157
| -24% | -$1.07K | ﹤0.01% | 3469 |
|
|
2025
Q1 | $4.17K | Sell |
650
-1,957
| -75% | -$12.6K | ﹤0.01% | 2858 |
|
|
2024
Q4 | $23.9K | Sell |
2,607
-25
| -0.9% | -$229 | ﹤0.01% | 1981 |
|
|
2024
Q3 | $29.1K | Sell |
2,632
-16
| -0.6% | -$177 | ﹤0.01% | 1675 |
|
|
2024
Q2 | $27.5K | Buy |
2,648
+2,167
| +451% | +$22.5K | ﹤0.01% | 1674 |
|
|
2024
Q1 | $4.13K | Buy |
481
+413
| +607% | +$3.54K | ﹤0.01% | 2486 |
|
|
2023
Q4 | $842 | Buy |
68
+41
| +152% | +$508 | ﹤0.01% | 3005 |
|
|
2023
Q3 | $398 | Buy |
+27
| New | +$398 | ﹤0.01% | 3091 |
|
|
2023
Q2 | – | Sell |
-804
| Closed | -$13.3K | – | 3324 |
|
|
2023
Q1 | $13.3K | Buy |
804
+644
| +403% | +$10.7K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $2.52K | Buy |
160
+148
| +1,233% | +$2.33K | ﹤0.01% | 2157 |
|
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2889 |
|
|
2022
Q2 | – | Sell |
-1,013
| Closed | -$25K | – | 2608 |
|
|
2022
Q1 | $25K | Buy |
+1,013
| New | +$25K | ﹤0.01% | 1161 |
|