Nicholas Investment Partners’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
101,910
-4,077
| -4% | -$137K | 0.3% | 121 |
|
|
2025
Q1 | $3.21M | Sell |
105,987
-34,568
| -25% | -$1.05M | 0.33% | 110 |
|
|
2024
Q4 | $5.8M | Buy |
140,555
+54,509
| +63% | +$2.25M | 0.51% | 72 |
|
|
2024
Q3 | $3.04M | Buy |
+86,046
| New | +$3.04M | 0.28% | 133 |
|
|
2024
Q2 | – | Sell |
-99,394
| Closed | -$2.53M | – | 224 |
|
|
2024
Q1 | $2.53M | Buy |
+99,394
| New | +$2.53M | 0.26% | 134 |
|