Cabot Wealth Management Inc KLAVIYO INC Transaction History

Cabot Wealth Management Inc

  • $836 Million
  • Q2 2025
Number of Shares
85,500
Previous 90,126 5.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-4,626 Reduced 5.13%
85,500 $0
Q1 2025

Apr 21, 2025
BUY
N/A
854 Added 0.96%
90,126 $0
Q4 2024

Feb 03, 2025
SELL
N/A
-1,153 Reduced 1.28%
89,272 $0
Q3 2024

Oct 15, 2024
BUY
N/A
45,451 Added 101.06%
90,425 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-70 Reduced 0.16%
44,974 $0
Q1 2024

May 02, 2024
BUY
N/A
45,044 New
45,044 $0
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