Cerity Partners’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
72,557
+1,896
| +3% | +$63.7K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $2.14M | Buy |
70,661
+157
| +0.2% | +$4.75K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $2.91M | Sell |
70,504
-24,600
| -26% | -$1.01M | 0.01% | 943 |
|
|
2024
Q3 | $3.36M | Hold |
95,104
| – | – | 0.01% | 866 |
|
|
2024
Q2 | $2.37M | Sell |
95,104
-9,160
| -9% | -$228K | 0.01% | 842 |
|
|
2024
Q1 | $2.66M | Buy |
+104,264
| New | +$2.66M | 0.01% | 868 |
|