Avantax Planning Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
2,000
-79
| -4% | -$10.5K | 0.01% | 375 |
|
|
2025
Q1 | $240K | Buy |
2,079
+54
| +3% | +$6.24K | 0.01% | 377 |
|
|
2024
Q4 | $300K | Hold |
2,025
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $264K | Sell |
2,025
-193
| -9% | -$25.2K | 0.01% | 358 |
|
|
2024
Q2 | $233K | Sell |
2,218
-1,166
| -34% | -$123K | 0.01% | 408 |
|
|
2024
Q1 | $340K | Buy |
+3,384
| New | +$340K | 0.01% | 341 |
|
|
2018
Q4 | – | Sell |
-934
| Closed | -$25K | – | 775 |
|
|
2018
Q3 | $25K | Buy |
+934
| New | +$25K | ﹤0.01% | 648 |
|