Corient Private Wealth’s Karat Packaging KRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
17,659
-12,971
-42% -$365K ﹤0.01% 1792
2025
Q1
$814K Sell
30,630
-7,970
-21% -$212K ﹤0.01% 1367
2024
Q4
$1.17M Sell
38,600
-4,422
-10% -$134K ﹤0.01% 1252
2024
Q3
$1.11M Sell
43,022
-13,484
-24% -$349K ﹤0.01% 1333
2024
Q2
$1.67M Sell
56,506
-10,341
-15% -$306K ﹤0.01% 1102
2024
Q1
$1.91M Sell
66,847
-653
-1% -$18.7K ﹤0.01% 1034
2023
Q4
$1.68M Buy
+67,500
New +$1.68M ﹤0.01% 1080