O'Shaughnessy Asset Management’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
68,391
+23,979
| +54% | +$675K | 0.01% | 787 |
|
|
2025
Q1 | $1.18M | Sell |
44,412
-11,299
| -20% | -$300K | 0.01% | 919 |
|
|
2024
Q4 | $1.69M | Sell |
55,711
-7,141
| -11% | -$216K | 0.01% | 719 |
|
|
2024
Q3 | $1.69M | Sell |
62,852
-7,440
| -11% | -$200K | 0.02% | 705 |
|
|
2024
Q2 | $2.08M | Buy |
70,292
+6,243
| +10% | +$185K | 0.02% | 590 |
|
|
2024
Q1 | $1.83M | Buy |
64,049
+15,786
| +33% | +$452K | 0.02% | 610 |
|
|
2023
Q4 | $1.2M | Buy |
48,263
+20,481
| +74% | +$509K | 0.02% | 683 |
|
|
2023
Q3 | $641K | Buy |
+27,782
| New | +$641K | 0.01% | 838 |
|