Spire Wealth Management’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
$9.02K Hold
1,327
﹤0.01% 1753
2025
Q1
$11.5K Hold
1,327
﹤0.01% 1797
2024
Q4
$13.3K Hold
1,327
﹤0.01% 1764
2024
Q3
$14.7K Hold
1,327
﹤0.01% 1531
2024
Q2
$12.9K Buy
+1,327
New +$12.9K ﹤0.01% 1570
2024
Q1
Sell
-1,152
Closed -$12.9K 2355
2023
Q4
$12.9K Buy
1,152
+470
+69% +$5.26K ﹤0.01% 1676
2023
Q3
$10.1K Buy
682
+249
+58% +$3.67K ﹤0.01% 1729
2023
Q2
$7.07K Hold
433
﹤0.01% 1907
2023
Q1
$7.18K Buy
+433
New +$7.18K ﹤0.01% 1949
2022
Q3
Sell
-433
Closed -$8K 2413
2022
Q2
$8K Buy
+433
New +$8K ﹤0.01% 1995
2022
Q1
Sell
-433
Closed -$10K 2710
2021
Q4
$10K Buy
+433
New +$10K ﹤0.01% 2385
2021
Q2
Sell
-433
Closed -$9K 2791
2021
Q1
$9K Buy
+433
New +$9K ﹤0.01% 2444