Wealthspire Advisors (New York)’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
7,285
| – | – | ﹤0.01% | 722 |
|
|
2025
Q1 | $220K | Hold |
7,285
| – | – | ﹤0.01% | 716 |
|
|
2024
Q4 | $300K | Sell |
7,285
-7,000
| -49% | -$289K | ﹤0.01% | 643 |
|
|
2024
Q3 | $505K | Hold |
14,285
| – | – | 0.01% | 497 |
|
|
2024
Q2 | $356K | Hold |
14,285
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $364K | Buy |
+14,285
| New | +$364K | ﹤0.01% | 490 |
|