UBS AM’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.49M | Buy |
282,559
+134,401
| +91% | +$4.51M | ﹤0.01% | 1379 |
|
|
2025
Q1 | $4.48M | Buy |
148,158
+42,980
| +41% | +$1.3M | ﹤0.01% | 1624 |
|
|
2024
Q4 | $4.34M | Buy |
105,178
+45,523
| +76% | +$1.88M | ﹤0.01% | 1678 |
|
|
2024
Q3 | $2.11M | Sell |
59,655
-25,962
| -30% | -$919K | ﹤0.01% | 2008 |
|
|
2024
Q2 | $2.13M | Buy |
+85,617
| New | +$2.13M | ﹤0.01% | 1962 |
|
|
2024
Q1 | – | Sell |
-59,200
| Closed | -$1.64M | – | 2541 |
|
|
2023
Q4 | $1.64M | Buy |
59,200
+24,200
| +69% | +$672K | ﹤0.01% | 1781 |
|
|
2023
Q3 | $1.21M | Buy |
+35,000
| New | +$1.21M | ﹤0.01% | 1859 |
|