EverSource Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68K | Buy |
1,423
+33
| +2% | +$224 | ﹤0.01% | 2820 |
|
|
2025
Q1 | $12.1K | Buy |
1,390
+54
| +4% | +$469 | ﹤0.01% | 2004 |
|
|
2024
Q4 | $13.3K | Buy |
1,336
+36
| +3% | +$360 | ﹤0.01% | 1854 |
|
|
2024
Q3 | $14.4K | Hold |
1,300
| – | – | ﹤0.01% | 1661 |
|
|
2024
Q2 | $13.5K | Hold |
1,300
| – | – | ﹤0.01% | 1701 |
|
|
2024
Q1 | $11.2K | Buy |
1,300
+878
| +208% | +$7.54K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $5.22K | Sell |
422
-54
| -11% | -$668 | ﹤0.01% | 1838 |
|
|
2023
Q3 | $7.02K | Sell |
476
-10
| -2% | -$147 | ﹤0.01% | 1555 |
|
|
2023
Q2 | $7.94K | Buy |
486
+233
| +92% | +$3.81K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $4.2K | Buy |
+253
| New | +$4.2K | ﹤0.01% | 1706 |
|