Pathstone Holdings’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
173,073
-8,933
| -5% | -$300K | 0.02% | 496 |
|
|
2025
Q1 | $5.51M | Buy |
182,006
+13,365
| +8% | +$404K | 0.02% | 529 |
|
|
2024
Q4 | $6.95M | Buy |
168,641
+6,387
| +4% | +$263K | 0.03% | 434 |
|
|
2024
Q3 | $5.74M | Buy |
162,254
+102
| +0.1% | +$3.61K | 0.03% | 502 |
|
|
2024
Q2 | $4.04M | Buy |
162,152
+166
| +0.1% | +$4.13K | 0.02% | 609 |
|
|
2024
Q1 | $4.13M | Buy |
+161,986
| New | +$4.13M | 0.02% | 574 |
|