Cerity Partners’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 | – | Sell |
-33,034
| Closed | -$287K | – | 2708 |
|
|
2025
Q1 | $287K | Sell |
33,034
-9,335
| -22% | -$81K | ﹤0.01% | 2039 |
|
|
2024
Q4 | $468K | Sell |
42,369
-37,629
| -47% | -$415K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $884K | Buy |
79,998
+37,963
| +90% | +$419K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $409K | Sell |
42,035
-14,075
| -25% | -$137K | ﹤0.01% | 1642 |
|
|
2024
Q1 | $481K | Buy |
56,110
+27,249
| +94% | +$234K | ﹤0.01% | 1620 |
|
|
2023
Q4 | $357K | Buy |
+28,861
| New | +$357K | ﹤0.01% | 1425 |
|
|
2023
Q3 | – | Sell |
-18,173
| Closed | -$297K | – | 1568 |
|
|
2023
Q2 | $297K | Buy |
18,173
+3,645
| +25% | +$59.5K | ﹤0.01% | 1399 |
|
|
2023
Q1 | $241K | Buy |
14,528
+3,857
| +36% | +$63.9K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $168K | Buy |
+10,671
| New | +$168K | ﹤0.01% | 1364 |
|