AWM
Abound Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
167
+24
| +17% | +$3.19K | 0.01% | 312 |
|
|
2025
Q1 | $16.5K | Sell |
143
-17
| -11% | -$1.97K | 0.01% | 327 |
|
|
2024
Q4 | $23.6K | Sell |
160
-4
| -2% | -$591 | 0.01% | 261 |
|
|
2024
Q3 | $21.4K | Buy |
+164
| New | +$21.4K | 0.01% | 278 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1357 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1319 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$193 | – | 764 |
|
|
2022
Q3 | $193 | Buy |
+4
| New | +$193 | ﹤0.01% | 711 |
|