Pathstone Holdings’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.81M Sell
2025
Q1
$5.51M Buy
2024
Q4
$6.95M Buy
2024
Q3
$5.74M Buy
2024
Q2
$4.04M Buy
2024
Q1
$4.13M Buy