Arkadios Wealth Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.55M | Buy |
|
|||||
|
2025
Q2 | $2.44M | Buy |
|
|||||
|
2025
Q1 | $2.06M | Buy |
|
|||||
|
2024
Q4 | $2.53M | Buy |
|
|||||
|
2024
Q3 | $2.15M | Buy |
|
|||||
|
2024
Q2 | $416K | Sell |
|
|||||
|
2024
Q1 | $403K | Sell |
|
|||||
|
2023
Q4 | $387K | Buy |
|
|||||
|
2023
Q3 | $271K | Sell |
|
|||||
|
2023
Q2 | $252K | Sell |
|
|||||
|
2023
Q1 | $238K | Sell |
|
|||||
|
2022
Q4 | $222K | Buy |
|
|||||
|
2022
Q3 | $205K | Sell |
|
|||||
|
2022
Q2 | $221K | Sell |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $290K | Buy |
|
|||||
|
2021
Q3 | $180K | Hold |
|
|||||
|
2021
Q2 | $175K | Buy |
|
|||||
|
2021
Q1 | $28K | Hold |
|
|||||
|
2020
Q4 | $23K | Hold |
|
|||||
|
2020
Q3 | $21.5K | Hold |
|
|||||
|
2020
Q2 | $20.1K | Hold |
|
|||||
|
2020
Q1 | $13.7K | Hold |
|
|||||
|
2019
Q4 | $19.5K | Buy |
|