UBS O'Connor’s Kodiak AI KDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125,000
|
|
||||
|
2025
Q1 | $1.39M | Sell |
125,000
-40,422
|
|
||||
|
2024
Q4 | $1.82M | Hold |
165,422
|
|
||||
|
2024
Q3 | $1.79M | Sell |
165,422
-5,345
|
|
||||
|
2024
Q2 | $1.82M | Hold |
170,767
|
|
||||
|
2024
Q1 | $1.81M | Hold |
170,767
|
|
||||
|
2023
Q4 | $1.78M | Sell |
170,767
-76,755
|
|
||||
|
2023
Q3 | $2.54M | Hold |
247,522
|
|
||||
|
2023
Q2 | $2.51M | Buy |
+247,522
|
|