Mayflower Financial Advisors’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Sell |
233,155
-198,274
| -46% | -$6.66M | 1.09% | 19 |
|
|
2025
Q1 | $13.1M | Hold |
431,429
| – | – | 1.98% | 6 |
|
|
2024
Q4 | $17.8M | Sell |
431,429
-253,519
| -37% | -$10.5M | 2.66% | 5 |
|
|
2024
Q3 | $24.2M | Buy |
684,948
+441,500
| +181% | +$15.6M | 3.65% | 2 |
|
|
2024
Q2 | $6.06M | Hold |
243,448
| – | – | 0.99% | 19 |
|
|
2024
Q1 | $6.2M | Buy |
+243,448
| New | +$6.2M | 1.04% | 17 |
|