Pinnacle Wealth Planning Services’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,938
| Closed | -$130K | – | 470 |
|
|
2025
Q1 | $130K | Buy |
14,938
+1,215
| +9% | +$10.5K | 0.02% | 375 |
|
|
2024
Q4 | $137K | Sell |
13,723
-7,207
| -34% | -$72K | 0.02% | 362 |
|
|
2024
Q3 | $231K | Hold |
20,930
| – | – | 0.03% | 407 |
|
|
2024
Q2 | $203K | Buy |
20,930
+659
| +3% | +$6.41K | 0.03% | 425 |
|
|
2024
Q1 | $174K | Buy |
+20,271
| New | +$174K | 0.03% | 442 |
|
|
2021
Q1 | – | Sell |
-163
| Closed | -$3K | – | 1203 |
|
|
2020
Q4 | $3K | Buy |
+163
| New | +$3K | ﹤0.01% | 1825 |
|