OCM
Osterweis Capital Management’s Klaviyo KVYO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
114,723
-206,490
| -64% | -$6.93M | 0.18% | 85 |
|
|
2025
Q1 | $9.72M | Sell |
321,213
-12,330
| -4% | -$373K | 0.48% | 64 |
|
|
2024
Q4 | $13.8M | Buy |
333,543
+68,988
| +26% | +$2.85M | 0.64% | 53 |
|
|
2024
Q3 | $9.36M | Buy |
+264,555
| New | +$9.36M | 0.47% | 67 |
|