Dimensional Fund Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
173,209
-472,784
-73% -$5.35M ﹤0.01% 2765
2025
Q1
$7.46M Sell
645,993
-50,044
-7% -$578K ﹤0.01% 2369
2024
Q4
$5.9M Buy
696,037
+89,001
+15% +$754K ﹤0.01% 2489
2024
Q3
$7.03M Buy
607,036
+72,057
+13% +$835K ﹤0.01% 2417
2024
Q2
$6.3M Sell
534,979
-44,680
-8% -$526K ﹤0.01% 2412
2024
Q1
$6.87M Sell
579,659
-137,305
-19% -$1.63M ﹤0.01% 2461
2023
Q4
$8.78M Buy
716,964
+134,059
+23% +$1.64M ﹤0.01% 2370
2023
Q3
$5.61M Buy
582,905
+162,369
+39% +$1.56M ﹤0.01% 2496
2023
Q2
$3.78M Buy
420,536
+184,269
+78% +$1.66M ﹤0.01% 2608
2023
Q1
$1.86M Sell
236,267
-27,600
-10% -$217K ﹤0.01% 2760
2022
Q4
$1.78K Sell
263,867
-72,251
-21% -$488 ﹤0.01% 2752
2022
Q3
$4.88M Buy
336,118
+71,640
+27% +$1.04M ﹤0.01% 2434
2022
Q2
$2.6M Buy
264,478
+188,926
+250% +$1.86M ﹤0.01% 2660
2022
Q1
$1.11M Sell
75,552
-92,779
-55% -$1.37M ﹤0.01% 2968
2021
Q4
$2.23M Sell
168,331
-1,877
-1% -$24.8K ﹤0.01% 2827
2021
Q3
$2.97M Hold
170,208
﹤0.01% 2733
2021
Q2
$4.08M Sell
170,208
-58,417
-26% -$1.4M ﹤0.01% 2665
2021
Q1
$5.87M Buy
228,625
+22,108
+11% +$568K ﹤0.01% 2520
2020
Q4
$3.92M Buy
206,517
+10,336
+5% +$196K ﹤0.01% 2605
2020
Q3
$2.47M Buy
196,181
+2,000
+1% +$25.2K ﹤0.01% 2684
2020
Q2
$2.35M Buy
194,181
+25,339
+15% +$307K ﹤0.01% 2711
2020
Q1
$1.29M Buy
168,842
+48,034
+40% +$368K ﹤0.01% 2834
2019
Q4
$2.15M Sell
120,808
-7,682
-6% -$137K ﹤0.01% 2838
2019
Q3
$1.49M Buy
128,490
+16,860
+15% +$196K ﹤0.01% 2928
2019
Q2
$2.47M Buy
111,630
+39,083
+54% +$866K ﹤0.01% 2845
2019
Q1
$2.08M Buy
72,547
+61,414
+552% +$1.76M ﹤0.01% 2888
2018
Q4
$220K Sell
11,133
-1,250
-10% -$24.7K ﹤0.01% 3272
2018
Q3
$274K Buy
+12,383
New +$274K ﹤0.01% 3268