Evergreen Capital Management’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 | $9.04M | Buy |
1,306,474
+1,291,608
| +8,688% | +$8.94M | 0.27% | 100 |
|
|
2025
Q1 | $131K | Sell |
14,866
-1,265
| -8% | -$11.1K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $163K | Buy |
16,131
+432
| +3% | +$4.37K | 0.01% | 1019 |
|
|
2024
Q3 | $175K | Sell |
15,699
-4,966
| -24% | -$55.5K | 0.01% | 955 |
|
|
2024
Q2 | $204K | Buy |
20,665
+6,812
| +49% | +$67.1K | 0.01% | 867 |
|
|
2024
Q1 | $122K | Buy |
+13,853
| New | +$122K | ﹤0.01% | 832 |
|
|
2023
Q2 | – | Sell |
-112,470
| Closed | -$1.89M | – | 822 |
|
|
2023
Q1 | $1.89M | Buy |
112,470
+19,684
| +21% | +$331K | 0.09% | 213 |
|
|
2022
Q4 | $1.48M | Sell |
92,786
-297,215
| -76% | -$4.75M | 0.07% | 242 |
|
|
2022
Q3 | $6.12M | Buy |
+390,001
| New | +$6.12M | 0.32% | 93 |
|