Wells Fargo’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 | $194K | Buy |
6,875
+1,266
| +23% | +$35.6K | ﹤0.01% | 4404 |
|
|
2025
Q1 | $149K | Buy |
5,609
+71
| +1% | +$1.89K | ﹤0.01% | 4431 |
|
|
2024
Q4 | $168K | Buy |
5,538
+955
| +21% | +$28.9K | ﹤0.01% | 4408 |
|
|
2024
Q3 | $119K | Buy |
4,583
+1,393
| +44% | +$36.1K | ﹤0.01% | 4523 |
|
|
2024
Q2 | $94.4K | Buy |
3,190
+168
| +6% | +$4.97K | ﹤0.01% | 4616 |
|
|
2024
Q1 | $86.5K | Buy |
3,022
+273
| +10% | +$7.81K | ﹤0.01% | 4598 |
|
|
2023
Q4 | $68.3K | Buy |
2,749
+608
| +28% | +$15.1K | ﹤0.01% | 4720 |
|
|
2023
Q3 | $49.4K | Sell |
2,141
-1,240
| -37% | -$28.6K | ﹤0.01% | 4832 |
|
|
2023
Q2 | $61.7K | Buy |
3,381
+1,286
| +61% | +$23.5K | ﹤0.01% | 5048 |
|
|
2023
Q1 | $27.9K | Buy |
2,095
+1,095
| +110% | +$14.6K | ﹤0.01% | 5179 |
|
|
2022
Q4 | $14.4K | Sell |
1,000
-105
| -10% | -$1.51K | ﹤0.01% | 5083 |
|
|
2022
Q3 | $18K | Sell |
1,105
-44
| -4% | -$717 | ﹤0.01% | 5120 |
|
|
2022
Q2 | $20K | Sell |
1,149
-882
| -43% | -$15.4K | ﹤0.01% | 5154 |
|
|
2022
Q1 | $40K | Sell |
2,031
-1,598
| -44% | -$31.5K | ﹤0.01% | 5421 |
|
|
2021
Q4 | $73K | Buy |
3,629
+2,629
| +263% | +$52.9K | ﹤0.01% | 5360 |
|
|
2021
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 5641 |
|
|
2021
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 5570 |
|