UBS Group’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
525,130
+324,523
| +162% | +$10.9M | ﹤0.01% | 1965 |
|
|
2025
Q1 | $6.07M | Buy |
200,607
+52,476
| +35% | +$1.59M | ﹤0.01% | 2806 |
|
|
2024
Q4 | $6.11M | Buy |
148,131
+91,452
| +161% | +$3.77M | ﹤0.01% | 2792 |
|
|
2024
Q3 | $2.01M | Buy |
56,679
+11,610
| +26% | +$411K | ﹤0.01% | 3024 |
|
|
2024
Q2 | $1.12M | Sell |
45,069
-13,174
| -23% | -$328K | ﹤0.01% | 3306 |
|
|
2024
Q1 | $1.48M | Buy |
58,243
+51,243
| +732% | +$1.31M | ﹤0.01% | 3236 |
|
|
2023
Q4 | $194K | Buy |
+7,000
| New | +$194K | ﹤0.01% | 4618 |
|