Ritholtz Wealth Management’s Karat Packaging KRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
39,176
+19,098
+95% +$538K 0.02% 428
2025
Q1
$534K Sell
20,078
-4,508
-18% -$120K 0.02% 572
2024
Q4
$744K Sell
24,586
-2,409
-9% -$72.9K 0.02% 456
2024
Q3
$699K Sell
26,995
-5,788
-18% -$150K 0.02% 468
2024
Q2
$970K Buy
32,783
+7,518
+30% +$222K 0.03% 357
2024
Q1
$723K Buy
25,265
+7,378
+41% +$211K 0.02% 442
2023
Q4
$445K Buy
17,887
+7,336
+70% +$182K 0.02% 516
2023
Q3
$243K Buy
+10,551
New +$243K 0.01% 600