Wealthspire Advisors (New York)’s Klaviyo KVYO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio KVYO Stock Details KVYO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$237K	Hold
2025 Q3	$202K	Hold
2025 Q2	$245K	Hold
2025 Q1	$220K	Hold
2024 Q4	$300K	Sell
2024 Q3	$505K	Hold
2024 Q2	$356K	Hold
2024 Q1	$364K	Buy