Wellington Management Group’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-272,733
| Closed | -$7.25M | – | 1969 |
|
|
2025
Q1 | $7.25M | Sell |
272,733
-73,427
| -21% | -$1.95M | ﹤0.01% | 1281 |
|
|
2024
Q4 | $10.5M | Sell |
346,160
-78,700
| -19% | -$2.38M | ﹤0.01% | 1180 |
|
|
2024
Q3 | $11M | Sell |
424,860
-21,500
| -5% | -$557K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $13.2M | Sell |
446,360
-16,400
| -4% | -$485K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $13.2M | Sell |
462,760
-63,776
| -12% | -$1.82M | ﹤0.01% | 1052 |
|
|
2023
Q4 | $13.1M | Sell |
526,536
-46,400
| -8% | -$1.15M | ﹤0.01% | 1042 |
|
|
2023
Q3 | $13.2M | Sell |
572,936
-17,900
| -3% | -$413K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $10.8M | Buy |
590,836
+375,000
| +174% | +$6.84M | ﹤0.01% | 1085 |
|
|
2023
Q1 | $2.88M | Buy |
215,836
+42,100
| +24% | +$561K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $2.5M | Sell |
173,736
-100,747
| -37% | -$1.45M | ﹤0.01% | 1460 |
|
|
2022
Q3 | $4.39M | Buy |
274,483
+82,813
| +43% | +$1.32M | ﹤0.01% | 1311 |
|
|
2022
Q2 | $3.27M | Buy |
191,670
+82,086
| +75% | +$1.4M | ﹤0.01% | 1426 |
|
|
2022
Q1 | $2.18M | Buy |
109,584
+33,391
| +44% | +$663K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $1.54M | Buy |
+76,193
| New | +$1.54M | ﹤0.01% | 1724 |
|