Kovitz Investment Group Partners’s World Kinect Corp WKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-61,951
| Closed | -$1.61M | – | 1340 |
|
|
2025
Q3 | $1.61M | Sell |
61,951
-648
| -1% | -$17.5K | 0.01% | 716 |
|
|
2025
Q2 | $1.77M | Buy |
62,599
+250
| +0.4% | +$6.63K | 0.01% | 659 |
|
|
2025
Q1 | $1.77M | Sell |
62,349
-1,076
| -2% | -$30.5K | 0.01% | 605 |
|
|
2024
Q4 | $1.74M | Buy |
63,425
+3,819
| +6% | +$110K | 0.01% | 598 |
|
|
2024
Q3 | $1.82M | Sell |
59,606
-4,164
| -7% | -$115K | 0.01% | 503 |
|
|
2024
Q2 | $1.65M | Buy |
63,770
+5,024
| +9% | +$127K | 0.01% | 457 |
|
|
2024
Q1 | $1.55M | Sell |
58,746
-4,899
| -8% | -$116K | 0.02% | 334 |
|
|
2023
Q4 | $1.45M | Sell |
63,645
-4,539
| -7% | -$95.4K | 0.02% | 253 |
|
|
2023
Q3 | $1.53M | Sell |
68,184
-2,371
| -3% | -$52.9K | 0.03% | 246 |
|
|
2023
Q2 | $1.46M | Sell |
70,555
-5,410
| -7% | -$129K | 0.02% | 262 |
|
|
2023
Q1 | $1.94M | Sell |
75,965
-1,298
| -2% | -$35.3K | 0.03% | 247 |
|
|
2022
Q4 | $2.11M | Buy |
77,263
+1,204
| +2% | +$32.3K | 0.04% | 225 |
|
|
2022
Q3 | $1.78M | Sell |
76,059
-262
| -0.3% | -$6.5K | 0.04% | 228 |
|
|
2022
Q2 | $1.56M | Buy |
76,321
+1,724
| +2% | +$42.3K | 0.03% | 237 |
|
|
2022
Q1 | $2.02M | Buy |
74,597
+14,901
| +25% | +$414K | 0.04% | 230 |
|
|
2021
Q4 | $1.86M | Sell |
59,696
-2,004
| -3% | -$57.2K | 0.04% | 214 |
|
|
2021
Q3 | $2.07M | Buy |
61,700
+655
| +1% | +$21K | 0.04% | 230 |
|
|
2021
Q2 | $1.94M | Sell |
61,045
-2,004
| -3% | -$66.6K | 0.04% | 244 |
|
|
2021
Q1 | $2.22M | Buy |
63,049
+3,354
| +6% | +$114K | 0.05% | 209 |
|
|
2020
Q4 | $1.86M | Sell |
59,695
-1,337
| -2% | -$35.7K | 0.05% | 210 |
|
|
2020
Q3 | $1.29M | Buy |
+61,032
| New | +$1.49M | 0.04% | 236 |
|
Other funds holding WKC
BIP
