Bank Julius Baer & Co’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
3,813
-336
| -8% | -$11.3K | ﹤0.01% | 476 |
|
|
2025
Q1 | $142K | Sell |
4,149
-687
| -14% | -$23.5K | ﹤0.01% | 448 |
|
|
2024
Q4 | $220K | Buy |
4,836
+359
| +8% | +$16.3K | ﹤0.01% | 417 |
|
|
2024
Q3 | $188K | Sell |
4,477
-298
| -6% | -$12.5K | ﹤0.01% | 400 |
|
|
2024
Q2 | $132K | Sell |
4,775
-4,644
| -49% | -$129K | ﹤0.01% | 369 |
|
|
2024
Q1 | $240K | Buy |
+9,419
| New | +$240K | ﹤0.01% | 381 |
|