9258 Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $561K | Sell |
|
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|
2024
Q1 | $568K | Buy |
|
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|
2023
Q4 | $400K | Buy |
|
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|
2023
Q3 | $298K | Buy |
|
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|
2023
Q2 | $268K | Sell |
|
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|
2023
Q1 | $258K | Sell |
|
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|
2022
Q4 | $229K | Sell |
|
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|
2022
Q3 | $213K | Buy |
|
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|
2022
Q2 | $229K | Buy |
|
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|
2022
Q1 | $281K | Buy |
|
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|
2021
Q4 | $354K | Sell |
|
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|
2021
Q3 | $290K | Sell |
|
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|
2021
Q2 | $284K | Sell |
|
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|
2021
Q1 | $290K | Buy |
|