Claro Advisors’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,648,873
| Closed | -$49.9M | – | 449 |
|
|
2025
Q1 | $49.9M | Buy |
1,648,873
+470,543
| +40% | +$14.2M | 6.68% | 1 |
|
|
2024
Q4 | $48.6M | Sell |
1,178,330
-57,463
| -5% | -$2.37M | 6.57% | 1 |
|
|
2024
Q3 | $43.7M | Sell |
1,235,793
-44,242
| -3% | -$1.57M | 5.65% | 1 |
|
|
2024
Q2 | $31.9M | Buy |
1,280,035
+357,355
| +39% | +$8.89M | 4.97% | 1 |
|
|
2024
Q1 | $23.5M | Buy |
+922,680
| New | +$23.5M | 4.08% | 2 |
|