Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $766K | Sell |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.57M | Buy |
|
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $451K | Buy |
|