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 |
|