Cabot Wealth Management’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
85,500
-4,626
| -5% | -$155K | 0.34% | 71 |
|
|
2025
Q1 | $2.73M | Buy |
90,126
+854
| +1% | +$25.8K | 0.35% | 67 |
|
|
2024
Q4 | $3.68M | Sell |
89,272
-1,153
| -1% | -$47.6K | 0.47% | 60 |
|
|
2024
Q3 | $3.2M | Buy |
90,425
+45,451
| +101% | +$1.61M | 0.4% | 64 |
|
|
2024
Q2 | $1.12M | Sell |
44,974
-70
| -0.2% | -$1.74K | 0.15% | 95 |
|
|
2024
Q1 | $1.15M | Buy |
+45,044
| New | +$1.15M | 0.15% | 94 |
|