HCR Wealth Advisors’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 | $129K | Hold |
19,041
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $165K | Hold |
19,041
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $190K | Hold |
19,041
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $210K | Hold |
19,041
| – | – | 0.03% | 218 |
|
|
2024
Q2 | $185K | Hold |
19,041
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $163K | Hold |
19,041
| – | – | 0.02% | 216 |
|
|
2023
Q4 | $236K | Hold |
19,041
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $281K | Hold |
19,041
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $311K | Hold |
19,041
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $320K | Hold |
19,041
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $304K | Hold |
19,041
| – | – | 0.06% | 137 |
|
|
2022
Q3 | $299K | Hold |
19,041
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $365K | Hold |
19,041
| – | – | 0.07% | 128 |
|
|
2022
Q1 | $464K | Hold |
19,041
| – | – | 0.08% | 128 |
|
|
2021
Q4 | $455K | Hold |
19,041
| – | – | 0.07% | 144 |
|
|
2021
Q3 | $398K | Hold |
19,041
| – | – | 0.07% | 152 |
|
|
2021
Q2 | $378K | Hold |
19,041
| – | – | 0.07% | 149 |
|
|
2021
Q1 | $385K | Hold |
19,041
| – | – | 0.08% | 141 |
|
|
2020
Q4 | $341K | Hold |
19,041
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $276K | Hold |
19,041
| – | – | 0.06% | 134 |
|
|
2020
Q2 | $293K | Hold |
19,041
| – | – | 0.07% | 125 |
|
|
2020
Q1 | $256K | Buy |
19,041
+739
| +4% | +$9.94K | 0.07% | 128 |
|
|
2019
Q4 | $408K | Buy |
18,302
+545
| +3% | +$12.1K | 0.1% | 114 |
|
|
2019
Q3 | $389K | Buy |
17,757
+1,308
| +8% | +$28.7K | 0.13% | 108 |
|
|
2019
Q2 | $338K | Hold |
16,449
| – | – | 0.1% | 121 |
|
|
2019
Q1 | $352K | Buy |
16,449
+1,284
| +8% | +$27.5K | 0.1% | 131 |
|
|
2018
Q4 | $276K | Hold |
15,165
| – | – | 0.09% | 131 |
|
|
2018
Q3 | $286K | Hold |
15,165
| – | – | 0.09% | 127 |
|
|
2018
Q2 | $321K | Buy |
15,165
+1,311
| +9% | +$27.8K | 0.11% | 133 |
|
|
2018
Q1 | $241K | Hold |
13,854
| – | – | 0.08% | 148 |
|
|
2017
Q4 | $240K | Hold |
13,854
| – | – | 0.08% | 147 |
|
|
2017
Q3 | $257K | Hold |
13,854
| – | – | 0.11% | 137 |
|
|
2017
Q2 | $264K | Buy |
13,854
+1,248
| +10% | +$23.8K | 0.13% | 115 |
|
|
2017
Q1 | $280K | Buy |
+12,606
| New | +$280K | 0.14% | 120 |
|