Morgan Stanley’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149M | Buy |
4,443,649
+3,071,431
| +224% | +$103M | 0.01% | 1049 |
|
|
2025
Q1 | $41.5M | Buy |
1,372,218
+277,259
| +25% | +$8.39M | ﹤0.01% | 1981 |
|
|
2024
Q4 | $45.2M | Sell |
1,094,959
-238,179
| -18% | -$9.82M | ﹤0.01% | 1922 |
|
|
2024
Q3 | $47.2M | Sell |
1,333,138
-454,088
| -25% | -$16.1M | ﹤0.01% | 1883 |
|
|
2024
Q2 | $44.5M | Buy |
1,787,226
+1,235,991
| +224% | +$30.8M | ﹤0.01% | 1857 |
|
|
2024
Q1 | $14M | Sell |
551,235
-305,585
| -36% | -$7.79M | ﹤0.01% | 3053 |
|
|
2023
Q4 | $23.8M | Buy |
856,820
+459,751
| +116% | +$12.8M | ﹤0.01% | 3175 |
|
|
2023
Q3 | $13.7M | Buy |
+397,069
| New | +$13.7M | ﹤0.01% | 2835 |
|