Dynamic Advisor Solutions’s Kennedy-Wilson Holdings KW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
58,801
+6,260
| +12% | +$42.6K | 0.01% | 658 |
|
|
2025
Q1 | $456K | Buy |
52,541
+697
| +1% | +$6.05K | 0.02% | 603 |
|
|
2024
Q4 | $518K | Sell |
51,844
-890
| -2% | -$8.89K | 0.02% | 422 |
|
|
2024
Q3 | $583K | Buy |
52,734
+1,352
| +3% | +$14.9K | 0.02% | 582 |
|
|
2024
Q2 | $499K | Buy |
51,382
+2,451
| +5% | +$23.8K | 0.02% | 626 |
|
|
2024
Q1 | $420K | Buy |
48,931
+5
| +0% | +$43 | 0.01% | 645 |
|
|
2023
Q4 | $574K | Sell |
48,926
-2,421
| -5% | -$28.4K | 0.02% | 542 |
|
|
2023
Q3 | $757K | Buy |
51,347
+1,657
| +3% | +$24.4K | 0.04% | 418 |
|
|
2023
Q2 | $811K | Buy |
49,690
+2,550
| +5% | +$41.6K | 0.04% | 388 |
|
|
2023
Q1 | $782K | Buy |
47,140
+530
| +1% | +$8.79K | 0.05% | 373 |
|
|
2022
Q4 | $733K | Buy |
46,610
+3,360
| +8% | +$52.9K | 0.05% | 343 |
|
|
2022
Q3 | $669K | Buy |
43,250
+3,995
| +10% | +$61.8K | 0.05% | 325 |
|
|
2022
Q2 | $743K | Buy |
39,255
+2,560
| +7% | +$48.5K | 0.06% | 303 |
|
|
2022
Q1 | $895K | Buy |
36,695
+1,370
| +4% | +$33.4K | 0.06% | 294 |
|
|
2021
Q4 | $844K | Buy |
35,325
+1,110
| +3% | +$26.5K | 0.06% | 310 |
|
|
2021
Q3 | $716K | Sell |
34,215
-125
| -0.4% | -$2.62K | 0.05% | 362 |
|
|
2021
Q2 | $682K | Buy |
34,340
+594
| +2% | +$11.8K | 0.05% | 356 |
|
|
2021
Q1 | $682K | Buy |
33,746
+710
| +2% | +$14.3K | 0.06% | 313 |
|
|
2020
Q4 | $591K | Buy |
33,036
+760
| +2% | +$13.6K | 0.06% | 332 |
|
|
2020
Q3 | $469K | Buy |
32,276
+1,635
| +5% | +$23.8K | 0.05% | 331 |
|
|
2020
Q2 | $466K | Buy |
30,641
+3,165
| +12% | +$48.1K | 0.06% | 291 |
|
|
2020
Q1 | $369K | Buy |
27,476
+11,720
| +74% | +$157K | 0.07% | 296 |
|
|
2019
Q4 | $351K | Buy |
15,756
+405
| +3% | +$9.02K | 0.05% | 378 |
|
|
2019
Q3 | $336K | Buy |
15,351
+2,510
| +20% | +$54.9K | 0.05% | 352 |
|
|
2019
Q2 | $264K | Buy |
12,841
+1,512
| +13% | +$31.1K | 0.04% | 384 |
|
|
2019
Q1 | $242K | Buy |
+11,329
| New | +$242K | 0.05% | 340 |
|