Creative Planning’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 | $758K | Buy |
111,490
+11,032
| +11% | +$75K | ﹤0.01% | 2080 |
|
|
2025
Q1 | $872K | Sell |
100,458
-24,830
| -20% | -$216K | ﹤0.01% | 1820 |
|
|
2024
Q4 | $1.25M | Sell |
125,288
-8,063
| -6% | -$80.5K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $1.47M | Buy |
133,351
+14,133
| +12% | +$156K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $1.16M | Buy |
119,218
+60,571
| +103% | +$589K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $503K | Buy |
+58,647
| New | +$503K | ﹤0.01% | 1838 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$8K | – | 4595 |
|
|
2016
Q4 | $8K | Sell |
400
-100
| -20% | -$2K | ﹤0.01% | 3621 |
|
|
2016
Q3 | $11K | Buy |
500
+200
| +67% | +$4.4K | ﹤0.01% | 3395 |
|
|
2016
Q2 | $6K | Sell |
300
-200
| -40% | -$4K | ﹤0.01% | 3479 |
|
|
2016
Q1 | $11K | Buy |
500
+200
| +67% | +$4.4K | ﹤0.01% | 3133 |
|
|
2015
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3459 |
|
|
2015
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 3396 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$4K | – | 2034 |
|
|
2015
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 3563 |
|
|
2014
Q4 | $4K | Sell |
150
-380
| -72% | -$10.1K | ﹤0.01% | 3522 |
|
|
2014
Q3 | $13K | Buy |
+530
| New | +$13K | ﹤0.01% | 2762 |
|