BTWM
Baker Tilly Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
5,933
+351
| +6% | +$46.7K | 0.28% | 79 |
|
|
2025
Q1 | $645K | Sell |
5,582
-304
| -5% | -$35.1K | 0.25% | 100 |
|
|
2024
Q4 | $871K | Buy |
5,886
+81
| +1% | +$12K | 0.34% | 65 |
|
|
2024
Q3 | $758K | Buy |
5,805
+561
| +11% | +$73.3K | 0.34% | 74 |
|
|
2024
Q2 | $552K | Buy |
5,244
+106
| +2% | +$11.2K | 0.23% | 111 |
|
|
2024
Q1 | $517K | Sell |
5,138
-102
| -2% | -$10.3K | 0.09% | 244 |
|
|
2023
Q4 | $434K | Sell |
5,240
-2,271
| -30% | -$188K | 0.07% | 309 |
|
|
2023
Q3 | $463K | Sell |
7,511
-19,557
| -72% | -$1.2M | 0.08% | 275 |
|
|
2023
Q2 | $1.52M | Sell |
27,068
-2,827
| -9% | -$158K | 0.16% | 139 |
|
|
2023
Q1 | $1.57M | Buy |
29,895
+4,278
| +17% | +$225K | 0.18% | 126 |
|
|
2022
Q4 | $1.19M | Buy |
25,617
+7,665
| +43% | +$356K | 0.15% | 163 |
|
|
2022
Q3 | $772K | Sell |
17,952
-1,753
| -9% | -$75.4K | 0.11% | 212 |
|
|
2022
Q2 | $912K | Buy |
19,705
+1,400
| +8% | +$64.8K | 0.12% | 187 |
|
|
2022
Q1 | $1.07M | Buy |
18,305
+4,703
| +35% | +$275K | 0.12% | 185 |
|
|
2021
Q4 | $1.01M | Buy |
13,602
+2,228
| +20% | +$166K | 0.11% | 195 |
|
|
2021
Q3 | $692K | Buy |
11,374
+1,932
| +20% | +$118K | 0.09% | 247 |
|
|
2021
Q2 | $559K | Buy |
9,442
+215
| +2% | +$12.7K | 0.09% | 254 |
|
|
2021
Q1 | $451K | Buy |
+9,227
| New | +$451K | 0.09% | 261 |
|